Attachments
Documents routed with the task can be seen as 'Attachments' to the task. You can perform following operations on attached documents.
 Tasks with Attachments |
Double click to open the document or right click on the attached file and select the following options:
•Open to open the attached document in its associated application (ex: Microsoft Word, PowerPoint, Excel, Acrobat Reader, etc.) for viewing.
•Open Location to open the parent folder of the file/folder associated with a task.
•Check Out to check out the document for editing.
•Request Check In allows you to send a request to check in the document if the attached document is checkout by another user. A notification task is created requesting check-in of a currently checked out document.
•Remove will detached the document from the Task.
•Sign Document will allow you to digitally sign PDF attachment. This feature is only available as an add-on module and requires separate purchase and activation.
Note:
To view notes associated with a task, simply click on the 
icon. The 'Task Notes' window will appear for that particular task.
•A bright yellow note icon indicates a new note or new information added to an earlier note. A grey icon indicates that the note has already been viewed and there is no new information added to it since last viewed.
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The 'Task Notes' dialog box will display all events and notes on a task for up to date status on any task.
 Task Notes |
Task Notifications
When a new task or note is assigned, the assignee is notified through a pop-up notification and via email, if client-side email alerts are enabled by the administrator in Docsvault Server Manager. For setting Task Email Alerts, see Alerts, see Alerts.
 Task Notification |
The notification icon 
in the system tray indicates that a new task or note is available. Right-click the icon and select View Alert to open the Task tab.
Notification Management
To keep notifications relevant and improve performance, older task notifications are automatically removed:
•Completed tasks older than 30 days are removed
•Filed tasks older than 30 days (based on due date) are removed
•For above categories, only items within 30 days or the most recent 100 items (whichever is less) are retained
•Overdue tasks older than 400 days are removed
This cleanup runs automatically when you log in, ensuring only recent and relevant notifications are displayed.
•If you do not want to be notified for any new task or note in the system tray, set the appropriate option in Options > Tasks in Tools menu.
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