How to assign documents to specific users?

Assignment

• Assign To is a feature in OneHash that allows you to assign a particular document to a specific user, who needs to further work on that document.

• For example, if a Sales Order needs to be approved or submitted by the Sales Manager, the first draft user can assign that Sales Order to the Sales Manager.

• On assigning this document to the Sales Manager, it will be added to that user's ToDo list.

• Similarly, for a Delivery Note and a Sales Invoice against this sales Order, the assignment can be done to a Material User and an Account User.

Note: Assignment can be done irrespective of Permission Restrictions.

New Assignment

• To make a new assignment, go to the document for which you wish to make the assignment and click on the 'Assigned to' button located at the left sidebar.

• Select the name of the User to whom you want to make this assignment.

• Along with the assignment, you can also leave a comment for the review of the assignee.

ToDo List of Assignee

• Every assignment made to a particular User will be reflected in their ToDo section.

Removing Assignment

• Users will be able to remove assignments by clicking on the "Closed" button in the document.

• Once the assignment is set as completed, the corresponding ToDo will simultaneously be updated as 'Closed'.

Updated on: 27/03/2023