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Step 4: Reviewers (Template)

Important: This step is completely optional.

Use this step to assign optional or required reviewers to the template.

In the Site list, click a site containing one or more reviewers you want to assign.
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 from the list.

Note: To remove a reviewer from the Selected Users box, click the reviewer's name, and then click .

(Optional) When you are finished adding reviewers from the current site, repeat steps 1 and 2 for any other sites containing reviewers you want to assign.
(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 Step 5: 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. (When you are ready to continue with assigning properties, if the template is still open click Properties Wizard, or go to Editing a Template if you need to reopen it.)

Other Ways to Select Reviewers

The default reviewer selection method is to select individual reviewers. You can also select by reviewer group, department, or job title.

Reviewer Groups

Click the Reviewers tab, and then click the Reviewer Groups heading. If you see Multi-Site (Global) Groups or a site name preceded by , click to display group names. Select a reviewer group.

Notes:

A group is a combination of reviewers from a single site or from multiple sites.
To assign individual reviewers from a group, click the group name, and then select reviewers.

Departments

Click the Departments tab, click a department, and then select one or more listed reviewers.

Job Titles

Click the Job Titles tab, click a job title, and then select one or more listed reviewers.