Create assignments

To create an assignment, you add documents to one or more phases in a workflow. For information about how to add documents to a phase, see Add documents to a phase.

You can also remove documents from the phases in a workflow. For information about how to remove documents from a phase, see Remove documents from a phase.

Group leaders, group members, and case administrators with permissions can add and remove documents in a phase. For information about how to grant permissions, see Set security for workflows.