Documents uploaded to the Documents screen can be reviewed by SmartDocs to create a job based on the document and assigned to an individual to complete.
|From the sidebar, navigate to Reports
|Then select Documents
Select the document that SmartDocs will scan.
Then select the button from the top right of the preview of the document screen.
A job can also be created from the main documents screen, by clicking on the button, then selecting Create Job
Creating a Job
SmartDocs will analyse the document to suggest potential tasks to be completed.
The job name can be changed and users can also select the individual the job created will be assigned to.
Once SmartDocs has finished analysing the document and suggests tasks, users can manually add tasks, these will be noted with a paper and pen symbol.
Should any of the tasks generated by SmartDocs or manually entered not be necessary, then these tasks can click the button to remove the task.
Once the tasks have been entered and reviewed, click the button.
The task will be created, which can be edited and reviewed on the Workflow Jobs Screen.