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To create an assignment, you add documents to one or more phases in a workflow. For information about how to add documents to a phase, see Add documents to a phase.
You can also remove documents from the phases in a workflow. For information about how to remove documents from a phase, see Remove documents from a phase.
Group leaders, group members, and case administrators with permissions can add and remove documents in a phase. For information about how to grant permissions, see Set security for workflows.