Step 6: Readers (Template)
Important: This step is completely optional.
Use this step to assign optional or required readers to the template.
- In the Site list, click a site containing one or more readers you want to assign.
- A list of departments within the selected site is displayed by default. If you want to use another method for selecting readers, see Other Ways to Select Readers. Otherwise, select one or more departments from the list.
Note: To remove a department from the Selected Users box, click the department name, and then click 
.
- (Optional) When you are finished adding readers from the current site, repeat steps 1 and 2 for any other sites containing readers you want to assign.
- (Optional) To make a department a required assignment, in the Selected Users box, click the department name, and then click Make Required.
- (Optional) By default, readers receive only one reading assignment for a document. If you want the assigned readers to read the document again periodically, for the Read Interval setting, click Every, and then type a number of months.
- Do one of the following:
- 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 Readers
The default reader selection method is to select individual departments. You can also select by job title, by reader group, or by readers.
Job Titles
Click the Job Titles tab, and then do one of the following:
- Select the check box before a job title to add all readers with that job title.
Important: The advantage of selecting a job title rather than individual readers is that the reading assignment will be automatically updated as users are assigned or unassigned to that job title.
- Click a job title, and then select one or more listed readers.
Reader Groups
Click the Readers tab, and then click the Reader Groups heading. If you see Multi-Site (Global) Groups or a site name preceded by 
, click to display group names. Select a reader group
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Notes:
- A group is a combination of readers from a single site or from multiple sites.
- To assign individual readers from a group, click the group name, and then select reviewers.
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Readers
Click the Readers tab, click the Readers heading, and then select one or more listed readers.
Note: Because every user is usually assigned the reader role, loading the reader list could take several minutes.
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