Assigning DocTitles to Internal Team Members

Cirrus offers a offers a feature that provides customers the ability assign DocTitles to Internal Team Members

  1. First, this feature must be enabled in your system.
  2. An admin user must also go to Administration > System Setup > Settings, and check the box labeled "Assign DocTitles to Internal Team Members." Click Save.
  3. Now users will have the option to assign DocTitles to Internal Team members.
    1. Please note, you can change your Column Settings to view the Assigned User column on the left side of your checklist.

 

Don't forget to enable Notifications for when DocTitles are assigned to you.