Working with task documents

Forward documents from a smarttask

You can forward documents from a smarttask to any contact, including contacts who do not have case or document access.

  1. In Outlook, click or open the smarttask containing the document(s) you want to forward.
  2. On the ribbon, click Forward in the Reply group.

    3. A new email opens.

    • The process title is inserted as subject.
    • The latest version of the document(s) are attached to the smarttask are attached.

      • Note: If you are using WorkZone for Outlook add-in, Save on send is selected automatically, and the process case is selected.

  3. Enter one or more recipients and click Send.


Enable or disable document versioning

If your organization uses versioning of documents, then you can enable or disable versioning for individual documents.

For a document, versioning can be either enabled, disabled, or not configured. See more information about enabling and disabling versioning in the WorkZone for Office User Guide.

If you open a document for editing from a smarttask and versioning has not been set on that document, you are asked if you want to enable versioning or not.