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How To Add a Confidentiality Tag

Transcriber => This article guides you to the confidentiality tag option.

Transcribers can only work with confidential tasks or view confidential tasks in LIVE TASKS when the task is assigned to them.

Below you find the steps on how to set a task to Confidential with a tag.


1. Open a letter from the Tasks list and click on the below icon to edit the task information.

 

2. The window Edit task information opens.

 

3. Click in the field Search for a tag.

4. The tag Confidential should appear. Select it and click on UPDATE.

NOTE: If no tag appears, just type in confidential and then click on UPDATE.


=> Authors can access confidential letters only in the status

  • Author | Progress or
  • Waiting for Approval.

     Managers can access confidential letters if they are part of the relevant department
(via ALL TASKS).

    Transcriber who are part of a Storer group can access such documents for printing if they have the status Store | Pending.


If you have any more queries, please do not hesitate to contact our Helpdesk or support@tpro.io​. 

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