Assign reviewers

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Reviewers must be defined for a review cycle to be undertaken. When a review is initiated for a particular file, the assigned reviewers will be notified and an action will appear in their action list.

 

Note: If one or more users do not have access to any of the documents that you are assigning them to then you will not be able to proceed. A dialog will list which users do not have access to which documents; you can either remove them from the list of reviewers, or seek to provide access for these users.


 

To assign reviewers to selected files:

 

1.From the Documents menu choose Document Registry.

 

2.Find the document that you want to assign reviewers to.

 

3.Select the file(s) and from the Manage menu choose Reviewers.

 

4.Select Selected Documents as the scope.

 

5.Click Add to add users.

 

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

6.Click OK.

 

To assign reviewers to all documents:

 

1.From the Documents menu choose Document Registry.

 

2.Search for a file.

 

Note: Since you are assigning reviewers to all documents it does not matter which file you retrieve.

 

3.From the Manage menu choose Reviewers.

 

4.Select All Documents as the scope.

 

5.Click Add to add users.

 

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

6.Click OK.

 

Related topics

 

Requesting reviews

 

Creating recurring reviews

 

Signing off reviews