Assign authorizers

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A document's author, owner or an administrator can assign authorizers. For a draft file to be promoted to a master copy, the document must be authorized by all assigned authorizers.

 

Note: Users that are assigned as authorizers must have at least Read access to the draft documents.

 


 

1.From the Documents menu choose Document Registry.

 

2.Find the document that you want to assign authorizers for.

 

3.Select the file and from the Manage menu choose Authorization and then Authorizers.

 

4.Choose the scope of documents (files) to assign authorizers to.

 

Selected Documents will assign authorizers to the selected files.

All Documents will assign authorizers to all files in the Document Registry.

 

5.Click User or Resource to find and add users, user groups or resources.

Note: When you're assigning users, you can assign the owner and author by clicking Dynamic.

 

6.Click OK.

 

Sequence of authorizers

You can change the sequence of authorizers once they're assigned. For example, you may want one group to authorize the document first before sending it to the next group. The requests will be sent by sequence number, so all users assigned as sequence 1 will be requested to authorize the document first. Once those users have authorized it, the request will be sent to the next set of users.

To change the sequence number of an existing authorizer, double-click the user, user group or resource.

 

Removing authorizers

Select the user, user group or resource and click Remove .

 

 

Related topics

 

Requesting authorization

 

Authorizing and rejecting files

 

Canceling authorization