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Feature

Icon

Description

CREATE ASSIGNMENTS (Multi-document)

Create Assignments Button-20240104-183211.png

  1. Select multiple documents.

  2. Click to open the Batch Edit and Create Assignments [LINK to section] window.

    image-20240306-011246.png
Note

This window does not apply to resubmitted files. It does not allow you to override (change) or update existing assignments for a document. (Changes can be made from the project’s ASSIGNMENTS tab, after intake is completed.)

Warning

Trying to replace existing assignments' information with a different Group, Review Type, Assignee, or even change an existing Due Date during a resubmittal will be ignored. (For resubmitted files, use the document-level assignments view instead.)

Due Date (Multi-document)

(blue star)

  1. Select multiple documents.

  2. Click to set the same Due Date for every assignment across all select documents.

Info

Assignment Due Dates can be confirmed or edited by deselecting all documents and then clicking on expand ( (blue star) )for any document.

Delete (Multi-document)

(blue star)

  1. Select multiple documents.

  2. Click to delete all selected documents without creating or updating assignments.

  3. Unlike with the document-level delete, this action requires confirmation before all selected files are deleted.

Note

This action cannot be undone except by submitting a Service Desk ticket to e-PlanSoft Support.

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