Select the document
using the 
next to the document name.
Click Send. Note: The 'Send for Action' window will display.
NAVIGATION
From the Project Home left-hand side Main Menu, click Project File. Note: The Project File page will display.
Send Document for Action
When there are 10 or more items to select from a list, the 'Filter by' box will display. 'How to use Filter By'
Select the document
using the next to the document name.
Click Send. Note: The 'Send for Action' window will display.
Next
to the team member/s name, select Action from the 
Note:
Hover cursor
over team member name to display role on project.
You
can send actions to other people not assigned to a project through your
normal email facility. On
receiving a reply/action, attach to the Project File via My Files/Add
and then Move
to the Project File.
Enter
Action by Date
in 
or click 
and select date.
Select
Approval to Forward
from the .
If applicable
enter comment (up to 60 characters) in 
. Note:
Comment
will be displayed when hover cursor over 'Actions Required' in Properties
window under the 'Actions' tab.
Click Send to send the document for action or click Cancel to close window.
Navigation Buttons & Screen Items