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