Add Assignees

To assignees to the query, follow the steps below:

1. Select a query from the Document Queries tab.
2. Click the +Add Assignees button from the top menu.

   

3. On the Add Assignees window, click the Add button next to the Add New text box.

   

4. On the Choose Email Recipients window, select the Groups, Users or Contacts tab.
5. Select the required groups, users or contacts from their respective tabs and drag & drop them to the Selected member’s section.
6. Click Save.

   

7. Once selected, click the Send button to add the users as assignees.

   

8. To reassign assignees, expand the queries metadata panel and click the +Add Assignees button.

   

9. Click Select on the Add Assignees window.

   

10. On the Choose Email Recipients window, select the Groups, Users or Contacts tab.
11. Select the required groups, users or contacts from their respective tabs and drag & drop them to the Selected member’s section.
12. Click Save.

    

13. Once the assignees are added, edit the email subject and body.
14. Click Save.

    

    Note:

    • Query creators can reassign queries they have created, while assignees can only reassign queries assigned to them.
    • Administrators can reassign any query.
    • Email notifications are sent only to the newly assigned users.
    • Previous assignees can still respond to the query but will not receive further notifications.