Assign a Document
Creation date: 6/10/2026 1:18 PM
Updated: 6/10/2026 2:06 PM
Overview
This article helps you assign a document to a user, team, or agent. You may need this when a document needs follow-up from a specific person or work queue.
Steps
- Click Inbox.
- Open the document.
- Click the assignee field in the header.
- Search for a user, team, or agent.
- Click the assignee you want.
- Confirm the reassignment if a confirmation prompt appears.
Troubleshooting
- If a reassignment prompt appears, then review the current assignee and confirm the change.
- If you need to remove the assignee, then use the unassign option in the assignee picker.