Go to Docupace > Administration (1) > List Domains (2).

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To find the Skills domain, in Domains, enter Domain Id and/or Name, click Search (1), and then select the Skills domain (2).

You can look for the preferred domain by filtering names with the following Get From Pool Assignments domain:

1. Type “Get From Pool” into the Name search bar and press enter.

2. Launch the Get from Pool Assignments (690) domain.

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_{Searching for the Get From Pool Assignments domain}

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Under the Skills pane, click New Skills.

Navigate to Administration > List Domains > Get From Pool Assignments domain, and then click New Get From Pool Assignments.

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_{Adding a new Get From Pool Assignments}

In Details, provide the preferred information based on your firm requirements.
Some fields are mandatory, for example: Name, Workflow, and Skill Rarity.

In Task Times, provide the preferred information :

• In Description, enter a description for a new Get From Pool Assignment.

• From Skill Rarity, select one of the following options: Unique, Rare, Uncommon, or Common.

• In Task Due, Task Lead Time, and Task Due Expedited, provide the preferred time requirements based on SLA.

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_{Providing details for Advanced Task Assignment}

In Request Type, To add a new type of request, select Add on the request:

• Click Add, look for the preferred request type (1) or create a new one via Create New (2).

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Request Type pane.

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Find the already existing request type by Name, Scan User, Request Category or by other options.

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Provide the preferred information for a new request type in Details, Scan User, User Group, Required Client Doc Types, Default Send To, and then click Save.

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In Issue State, add a state of the issue: click Add, and then look for the state of an issue (1) or create a new state (2).

In Resident State, To add a state of the residence: click Add, and then identify a state of residence (1) or create a new state (2).

, select Add on the State pane, and then add the preferred State.

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Add the skill information in the following information about skills, namely:

1. Source System

2. Product Series Name

3. Suitability Level

4. Producer Business Type

5. Application State

6. Contract Status

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sections:

1. Product Type

2. Registration Type

3. Vendor/Custodian

4. Product Name

5. Client Subfolder Type

6. Subfolder Status

7. Check Amount Maximum

8. Litigation Hold

9. With Money

10. Region Code

11. OSJ Code

12. Branch

13. BD

14. Engagement Level

Once you add all the preferred appropriate information, in the upper-right corner, click select Save or Save and Close.

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_{Saving information for skills}