CCH Document Management
Document Tasks
The document outlines two key features for managing document tasks: the "Toggle group on/off" option and the "Bulk re-assign" functionality. The toggle feature allows users to select or deselect all items within a specific group in the Document Tasks grid, enhancing task management efficiency. The bulk re-assign button facilitates assigning selected documents to another employee, contingent on user permissions. A message will appear if no documents are selected or if the user lacks the necessary reassign permissions, ensuring proper control in task assignment.