Tip #320 - How to Create a Task and Attach a Document From The Documents Page

We have expanded the ability to add documents to various sub-tables when entering data on different pages in SmartAdvocate. Now you have the ability to commence the assignment of a Task directly from the Documents Page, and have the document automatically attached to (and referenced by) the task being created.

Here’s How:

1. Go to the Documents Page.

2. Locate the document(s) you want to have automatically attached to the Task being created.

3. If you want to attach multiple documents to the task, select each document by clicking the checkbox to the left of each document.

4. Right-click on one of the documents to be added.

5. Click the “Task” option on the resulting menu.

6. Complete the creation of the task as usual. You will see the document(s) attached to the Task dialog box.

The Task will appear as normal with an indication (paper clip icon) that the selected document(s) are attached. The document(s) can be opened directly from the Task dialog box. To do so, simply click on the document icon in the “Actions” column for the document you want to open.