Internal users (Power Users) can assign the following three types of tasks to either internal or external users (Standard Users).
- Upload Request Workflows
- Review and Approval workflows
- Egnyte Signature requests (Requires the PDF File Handler Add-On)
Perform the following step to assign a task from the Document Portal.
- Navigate to the Document Portal.
- Open a Workspace and navigate to the Files tab.
- To assign Upload Requests:
a. Navigate to the desired folder where the files need to be uploaded, then click on the Share menu.
b. Navigate to Create Upload Request Workflow option from the Share menu and select one of the available templates. Refer to Creating an Upload Request to learn more about it.
- To send a Signature request, select the file first and refer to Sending Signature Requests for information on how to create a Signature request.
- To create a Review and Approval Workflow, select the file to assign a task on and refer to the Creating a Workflow section for detailed instructions on creating workflow tasks.
Tasks Management
Tasks created can be viewed and managed by navigating to Workflows & Signatures in Collaborate.
To manage Upload Requests, navigate to Upload Requests Workflows > Upload Requests created by me. For more details, refer to Managing Upload Requests.
Navigate to Signatures > Sent Requests to manage Egnyte Sign requests you have created. Refer to Manage Signature Requests for more information.
Navigate to Document Workflows > Workflows I Created to manage Review and Approval Workflow tasks. Refer to Workflows I Created for more information on how to manage the workflows and Editing A Workflow for how to edit a workflow.
Completing Tasks
All assignees receive email notifications for their assigned tasks. They can open and complete these tasks directly from their email.
Assignees with access to the Collaborate Web UI can access their assigned tasks by navigating to the Workflows & Signatures in Collaborate.
- Upload Request Workflows > Upload Requests assigned to me provides access to upload requests.
- Signatures > My Requests provides access to assigned Egnyte Sign requests.
- Workflows > Tasks Assigned to me provides access to Review and Approval workflow tasks
Assignees with access to a Workspace can access their assigned tasks from the Pending tasks list on the home tab of the Document Portal.
Once the assignee opens the specific task to complete, refer to the following articles to complete designated tasks.
- Uploading the Documents to complete Upload Request
- Signing the Document to complete Egnyte Sign task
- Completing Workflow Tasks for completing Review and Approval tasks
Related Articles
To learn more about Document Portal, refer to the following additional resources.