Click the links below for detailed help:
Accessing Batch Processing Options
To perform batch processing on file distribution, select one or more distributions in the file distribution view and click the 'More Options' icon with three dots at the top right to see more options.
You can select 250 records at a time in the files distribution view.
Batch processing is currently available if selected distributions are from the same project.
The batch process can also be performed by using right-click options upon selection of one or more distributions in the file distribution view, as seen in the screenshot below:
Clear Tasks
Users on Asite having the privilege 'Can Clear Tasks - Own' / 'Can Clear Tasks Organization' / 'Can Clear Tasks - Workspace' on a project can clear tasks on their
project.
Follow the steps for accessing batch processing options, then click 'Clear Tasks' to clear selected incomplete file tasks.
The selected tasks will be cleared, and a message will appear at the top of the screen stating the number of file tasks cleared successfully.
Click here for detailed help on clearing tasks while viewing the file.
Delegate Tasks
Users on Asite having the privilege 'Can Delegate Tasks - Own' / 'Can Delegate Tasks - Organizations' / 'Can Delegate Tasks - Workspace' on a project can delegate tasks
of users on that particular project.
To delegate a task, follow the steps to access batch processing options, then click the 'Delegate Tasks' option. It allows you to delegate selected incomplete file tasks to other project users. A layered page will appear, as shown below:
1. Click in the 'To' box to select a user to whom selected incomplete file tasks can be delegated. A list of users will populate based on the selected project. You can type in the initial characters to find the name of the concerned user.
2. Select from the available options to assign a task due date.
Existing Due Date - To keep the original task due date as is.
Recalculate days by actual distribution - Recalculate the task due date based on the current date, i.e. the date the task is being delegated.
User Definition - To manually select a new task due date. The option to choose a new task due date will be available when you move the slider to the extreme right, corresponding to the task details at the bottom of the same popup.
3. Click 'Continue' to complete delegating the selected file tasks.
Click here for detailed help on delegating tasks while viewing the file.
Deactivate Tasks
Users on Asite having the privilege 'Can Deactivate Document Tasks - Own Org' / 'Can Deactivate Document Tasks - All Orgs' on a project can deactivate file tasks of users
on that particular project.
Follow the steps for accessing batch processing options, then click 'Deactivate Tasks' to deactivate selected file tasks.
The chosen file tasks will be deactivated, and a message will appear at the top of the screen indicating how many tasks were successfully deactivated.
Click here for detailed help on deactivating tasks while viewing a file.
Reactivate Tasks
Users on Asite having the privilege 'Can Reactivate Document Tasks - Own Org' / 'Can Reactivate Document Tasks - All Orgs' on a project can reactivate file tasks of users
on that particular project.
Follow the steps for accessing batch processing options, then click 'Reactivate Tasks' to reactivate file tasks already deactivated from the selected distribution.
The selected inactive file tasks will be reactivated, and a message will appear at the top of the screen indicating how many tasks were successfully reactivated.
Click here for detailed help on reactivating tasks while viewing the file.
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