Assigning a task to approve custodial records

Users must be assigned the CustodialRecordFinalApprover user task before they can approve a request for a custodial record.

  1. Sign in as Process Server Administrator.
  2. Select Configuration > User Configuration > Users.
  3. On the Tasks pane, select the CustodialRecordFinalApprover task.
  4. On the User Tasks, pane click Create.
  5. Specify this information:
    User
    Select the user to which to assign the task.
  6. Click Save.