Modifiy Documents

The creation of a task implies an order to be made: create a new document, make a change in a document or request a revision

Below we explain the type of task Modify document.

Modify document from the Web Application

To create a document you need to go to Document from the main menu and there to Modify document.

A screen will be displayed in which you must define the content of the task order (WHAT), in which document to make the modification (WHERE) and then those responsible for carrying it out (WHO).

WHAT: the task to be carried out - document modification - and a description of it

A. Task name: short text used to identify the task in the listings (maximum 60 characters)‌

B. Priority: level of priority assigned to the task. It is indicated by the number of stars. It can be changed by clicking on the stars or by saving the task for the first time.‌

C. Task description: detailed text of the task to be performed‌

D. Attachments: files that can be added to better explain the task. (up to 10 and adding up to 20 mb in total)‌

Advanced inputs:

WHERE: select the files that need modification

G. documents to be modified: in this section you have to select the documents that need to be modified, you select them by clicking on the box and then on "Add document"

WHO: the roles within the task (owner, assignee and task reviewer)

H. Task owner: is the person who approves the task or makes the request for modification

I. Assigned user: person who must create the document using Illustrator

J. Reviewers: external persons who will be able to give their opinion on the task. The system will send them an email with an access link to the review screen, there they will be able to comment on the documents, but they will not be able to ask for changes, that role is occupied by the owner of the task.