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Step 3: Writers

A user assigned the writer role can help with the creation of document content. You can invite one or more writers to collaborate on the current document.

Note: A writer cannot change document properties and cannot submit a document for review.

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

  1. In step 3. Writers, check the Selected Users box for any writers' names the template creator may have added. In the example below, the template has automatically added two writers. Notice that the first writer's user name is marked with two asterisks (**), which means that this writer is required for documents using the currently selected template. The other writer assignment is optional and can be treated as a suggestion. To remove an optional writer from Selected Users, double-click the writer's name (or select one or more writers' names, and then click ).
  1. In the Site list, click a site containing one or more writers you want to assign.

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

  1. A list of writers within the selected site is displayed by default. If you want to use another method for selecting writers, see Other Ways to Select Writers. Otherwise, select one or more writers from the list.
  1. (Optional) When you're finished adding writers from the current site, repeat steps 2 and 3 for any other sites containing writers you want to assign.
  2. (Optional)  As you assign writers, they are all assigned to level 1 of the collaboration status, meaning that they will all receive a writing task at the same time when you submit the document to writers. If you want the document to go to writers in a specific order, click New Level to create additional writing levels. See Working with Levels for details.
  1. (Optional) Set a due date for when all writers should be finished collaborating on the document. For details on the different ways to set a due date, see Setting Due Dates for Writing, Reviewing, Approving, and Reading Tasks. (You can specify a different due date for each level.)
  2. (Optional) Click Add Note to include instructions or other information for the assigned writers. See Adding Notes for Writers, Reviewers, and Approvers for details.
  3. Do one of the following: