You are here:

Reviewers Step for Document Templates

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 selection, 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 required, click the selected reviewer's name, and then select 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 for 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 Task Levels (Template) for details.

Do one of the following:

To continue with assigning properties, click Next Step, and then go to Approvers Step for Document Templates.
To work on the template's document content, click Edit Document (see Adding Content to a Document Template).
Click Save and Close.