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Step 4: Reviewers

You can assign one or more reviewers to check the document for accuracy and completeness. A user must have been assigned the reviewer role before you can assign that user to review a document.

Assigning reviewers is an optional Properties Wizard step, unless the template includes one or more required reviewers.

In step 4. Reviewers, check the Selected Users box for any reviewers' names the template creator may have added. In the example below, the template has automatically added two reviewers. Notice that the second reviewer's user name is marked with two asterisks (**), which means that this reviewer is required for documents using the currently selected template. The other reviewer is optional and can be treated as a suggestion. To remove an optional reviewer from Selected Users, double-click the reviewer's name (or select one or more reviewers' names, and then click ).

To add reviewers, in the Site list, click a site containing one or more reviewers you want to assign.

Important: If you will be assigning reviewers from other sites, see Assignees and Site Access before doing so.

A list of reviewers within the selected site is displayed by default. If you want to use another method for selecting reviewers, see Other Ways to Select Reviewers. Otherwise, select one or more reviewers.

(Optional) When you are finished adding reviewers from the current site, repeat steps 2 and 3 for any other sites containing reviewers you want to assign.
(Optional) As you assign reviewers, they are all assigned to level 1 of the review stage, meaning that they will all receive a review task at the same time when you submit the document to review. If you want the document to go to reviewers in a specific order, click New Level to create additional review levels. You can then specify how many of the assigned reviewers within a level must finish their reviews before the document moves on to the next level. You can also specify a due date for each level. See Working with Levels for details.

(Optional) Set a due date for when all reviewers should be finished reviewing the document. For details on the different ways to set a due date, see Setting Due Dates for Writing, Reviewing, Approving, and Reading Tasks in the "Working with Levels" topic. (You can specify a different due date for each level.)
(Optional) Click Add Note to include instructions or other information for the assigned reviewers. See Adding Notes for Writers, Reviewers, and Approvers for details.

Note: If you have assigned multiple reviewers to an Excel^® document, consider adding a note assigning a different text font color to each reviewer so you can differentiate among the reviewers' changes should they revise the document. (This isn't necessary for Microsoft^® Word documents, because the Track Changes feature automatically includes information about who made each change.)

Do one of the following:

To continue with assigning properties, click Next Step, and then go to Step 5: Approvers.

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 Draft Document.)

To work on document content, click Edit Document. (When you are ready to continue with assigning properties, if the document is still open click Properties Wizard, or go to Editing a Draft Document if you need to reopen it.)