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Assigning Properties

The Properties Wizard breaks up property assignment for a document or questionnaire into the following steps:

Notes:

Depending on how the currently assigned template was set up, you may have fewer steps available than the ones listed below. You will always see the Settings, Categories, Approvers, Assignees, and Security steps, while the Writers and Reviewers steps are optional for template creators.
You will most likely not need to perform all available steps for every document or questionnaire you create.

Settings: Set the document's/questionnaire's critical properties (Title, Document Owner, Template) and optional properties.
Categories: Assign the document/questionnaire to departments and categories.
Writers: Assign the document/questionnaire to the writers who will collaborate on creating the document's /questionnaire's content.
Reviewers: Assign the users who will review the document/questionnaire.
Approvers: Assign the users who will approve the document/questionnaire.
Assignees: Assign the users who will be required to read the document or complete the questionnaire once it has been published.
Security: Set the document's/questionnaire's security level.