Reviewers (Template)
Important: This step is completely optional.
Use this step to assign optional or required reviewers to the template.
- If multiple sites exist, select a site containing one or more reviewers you want to assign.
- Select one or more reviewers (to select reviewers by reviewer group, job title or department, see Other Ways to Select Writers, Reviewers, and Approvers).
Note: To remove a reviewer from the Selected Users box, click the reviewer's name, and then click .
- (Optional) When you're finished adding reviewers from the current site, repeat steps 1 and 2 to assign reviewers from other sites.
- (Optional) To make a reviewer a required assignee, in the Selected Users box, click the reviewer's name, and then click Make Required.
- (Optional) As you assign reviewers, they are all assigned to level 1 of the Review status, meaning that they will all receive a review task at the same time when the document is submitted to review. If you want the document to go to reviewers in a specific order, click New Level to create additional review levels. See Working with Levels (Template) for details.
- Do one of the following:
- To continue with assigning properties, click Next Step, and then go to Approvers (Template) in this guide.
- To stop assigning properties and finish later, click Options, and then click Save and Close. (When you are ready to continue with assigning properties, go to Editing a Template.)
- To work on the template's document content, click Edit Document (see Adding Document Content to a Template).