Navigating to Automatic Task and Document Distribution

Written by Uday Kumar Updated

Overview

Use the Automatic Task and Document Distribution page to create and manage distribution policies that automatically assign tasks and documents to users or teams based on configurable rules. Distribution policies link a SmartFlow Skill to a set of document rules and task rules, and control how incoming work is routed across your organization.

How to Access the Automatic Task and Document Distribution Page

  1. Log in to your Auditoria tenant.
  2. In the left navigation sidebar, click the gear (Settings) icon to open the Administration menu.
  3. Click Automatic Task and Document Distribution.

Figure 1. Navigating to Automatic Task and Document Distribution