SPF DMS
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Reassign Workflow Step

 
Reassign Workflow Step
1

Open Actions Menu

1. Open Actions Menu
  • Select the Actions menu button, located left of the Doc. Number.
  • Actions menu opens on left side of screen.
2

Select Action...

2. Select Action...
  • Inside the Actions menu, select > Action...          
  • Action dropdown list opens.
3

Select Reassign

3. Select Reassign
  • Inside the Action menu select Reassign.
4

Insert Name

4. Insert Name
  • Begin typing a name in the dialog box.
  • List of available personnel will appear.
  • Select the user from the list.
     
5

Select OK

5. Select OK
  • Select OK to reassign the transmittal or Cancel to return to To Do list.