How to reassign invoice work item documents in MarkView

ERP System: All
MarkView Version: 7.x and later

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Article # 304004 - Page views: 223

Summary

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The business requires a different user to process certain invoices / work items / documents.
A change on a user role requires to move some documents to a different user.
Is there a way to mass transfer invoices from one user to another in MarkView?
- Can we move a specific group of work items, such as the first 250 in the Web Inbox, to another user to share the work?

If a person is temporarily not available or absent then use Alternate User Assignment to re-assign work items to a new user who has the same roles.
If a person is leaving the organization, then set up an Alternate User Assignment before the person is end-dated in the ERP.
If the documents need to be permanently managed by a different user then consider reassigning the documents.
- MarkView allows reassigning documents as following ways:
  - Placing the ‘Reassign Document’ action on the viewer.
    - This option normally requires the user to have retrieved the item first
    - This is available on only some queues
The ability to transfer a large amount of work items to another user would require the use of a custom script which could be provided via Kofax Professional Services.
In MarkView Advisor (de-supported/pre-10.x)
- Some Advisor reports allow re-assigning documents by clicking in the graph and then ticking the documents and clicking on ‘Re-assign’
- Multiple documents can be re-assigned in one request
- Using the ‘Set Owner And Reroute’ option on MarkView Home -> Support.
  - This option is available to Administrator.
  - This option is valid to documents in the Workflow Administration queue.

Keywords: re-assign, reassign, alternate, set owner, owner, AUA