How to Assign using Batch in Tracker

This will show you how to assign multiple transaction to yourself or another user. If you want to unassign multiples of your own transactions, this tip sheet covers this as well.

Aiden Bearden
5 steps
15 seconds

In Tracker click on "Records"

Click "Batch Selection"

Select any faxes you would like to batch Assign or Unassign if for yourself.

On the Dropdown screen, Choose the person who you are assigning to.

Click "Assign". If Unassigning yourself, choose yourself and click the "Unassign me".

How to Assign using Batch in Tracker

This will show you how to assign multiple transaction to yourself or another user. If you want to unassign multiples of your own transactions, this tip sheet covers this as well.

Aiden Bearden
5 steps
15 seconds

In Tracker click on "Records"

Click "Batch Selection"

Select any faxes you would like to batch Assign or Unassign if for yourself.

On the Dropdown screen, Choose the person who you are assigning to.

Click "Assign". If Unassigning yourself, choose yourself and click the "Unassign me".