Setting Default Properties Wizard Views for Documents

The Default Properties Wizard Views setting in Content Setup > Default Properties allows you to determine the user grouping to display by default when selecting users in the Properties Wizard.

Set Default Properties Wizard Views for Documents

  1. Click Settings & Tools > Content Setup, and then click Default Properties.
  2. Click the Documents tab.
  3. In the Default Properties Wizard Views section, choose the option owners will see by default when making task assignments.

    Each option corresponds with the Select From menu in a user selection step (Writers, Reviewers, Approvers, and Assignees) of the Properties Wizard.

  4. Click Save.