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  3. Policy Administrator: Organize Policy Versions for Collaboration

How do I assign my Documents to easily collaborate with others and view feedback on the documents? (Program Director)

Adding a New Document (Omni Manager) to assign

Assigning a document to a team member is a simple process. To begin, navigate to the documents list and locate the document you would like to assign. Next, click on the Assign To field and choose the desired team member from the menu. Remember to save your changes. This action will trigger an email notification to the assigned team members, informing them of the newly assigned document. For more detailed instructions, please refer to the tutorial provided below.

 

 

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