In the Document Task Settings unit you can configure execution settings of document management tasks.
Fig. 1. Document Task Settings
To edit the unit parameters, click the button, to the right of the unit header.
Fig. 2. Parameters editing window of the "Document Task" unit
If a document task is reassigned, automatically set permissions for attached documents
Yes - when a document task is reassigned, the new executor gets the same permissions as the previous executor.
No - when reassigning a document task, the old executor can select the document permissions granted to the new executor. The new executor cannot have more permissions than the old executor.
Allow to change a document version after the approval process is complete
Yes - during the document approval and after it is complete, the document version can be changed.
No - during the document approval and after it is complete, the document version cannot be changed.
Attach documents to email notifications
Yes - the document will be attached to the email notification on a new document task and the task changes.
No - the document will not be attached to the email notification on a new document task and the task changes.
Require a comment when approving:
Approve – if you check this box, the Comment field will be required when completing an approval task by clicking Approve. The comment will be added to the document page and will be displayed in the document approval sheet.
Reject - if you check this box, the Comment field will be required when completing an approval task by clicking Reject. The comment will be added to the document page and displayed in the document approval sheet.
Require a comment for acquaintance tasks:
Yes – if you check this box, the Comment field will be required when completing an acquaintance task. The comment will be added to the document page and will be displayed in the document acquaintance sheet.
No – the Comment field will be optional when completing an acquaintance task.
Forbid duplicate users in the approval sheet:
Yes – it is forbidden to add approving users that are already in the approval sheet. When a task is reassigned to a user who is already in the approval sheet, the current approval task is removed from them and the duplicate user is removed from the approval sheet (only 1 approval task will be assigned to the user).
Approval subtasks are also automatically removed from those executors who are already in the approval sheet.
This is the default position of this parameter.
No – it is possible to add approving users who are already in the approval sheet. When a task is reassigned to a user who is already in the approval sheet, the current approval task is reassigned to this user (the user will be assigned to identical approval tasks).
When creating approval subtasks for executors who are already in the approval sheet, the corresponding subtask will be assigned, and these users will be duplicated in the approval sheet.
Forbid duplicate users in the acquaintance sheet:
Yes – it is forbidden to add approving users that are already in the acquaintance sheet. When a task is reassigned to a user who is already in the acquaintance sheet, the current acquaintance task is removed from them and the duplicate user is removed from the acquaintance sheet (only 1 approval task will be assigned to the user).
Acquaintance subtasks are also automatically removed from those users who are already in the acquaintance sheet.
This is the default position of this parameter.
No – it is possible to add acquaintance users who are already in the acquaintance sheet. When a task is reassigned to a user who is already in the acquaintance sheet, the current acquaintance task is reassigned to this user (the user will be assigned to identical acquaintance tasks).
When creating acquaintance subtasks for executors who are already in the acquaintance sheet, the corresponding subtask will be assigned, and these users will be duplicated in the acquaintance sheet.
Click Save to save the changes or Cancel to close the dialog box.
button, to the right of the unit header.