The 'Distribution' view in the 'Files' tab lists all the distributions on files you are involved with or have permission on. Tasks assigned to you will be hyperlinked under the 'Recipient Task' column corresponding to the transmittal record, allowing the user to complete their task by clicking on the same.
Below are the steps to be followed for completing tasks through the distribution view:
1. The distribution view records every file distribution, transmittal number, and relevant information like doc ref, doc title, recipient name, recipient task, recipient org, task time, task status, etc.
2. The recipient task column will display the tasks assigned to you on the file.
3. Click the transmittal number to view transmittal details.
4. Click the document reference to open the file in the Viewer.
5. Click the recipient's name to view details of the recipient.
6. You can complete the tasks that are specifically assigned to you. To do this, click on the task name, which will be hyperlinked to complete the corresponding file task.
7. A pop-up will appear allowing you to complete the selected file task.
8. As seen in the screenshot above, click the 'Acknowledge Receipt' to complete the selected 'For Acknowledgement' task.
9. Similarly, you can use the task hyperlink to complete other file tasks that may be assigned to you by other team members.
Check: FAQs
Next Article: View Transmittal Details