By Reviewer
Administrators can reassign documents claimed in the workflow to other reviewers.
- From the Documents view, select By Reviewer as the Current view for the index.
- Open the index folder of the reviewer whose claimed documents you want to reassign.
- Click the folder holding claimed document to reveal its contents. The list of that user’s claimed documents populates the document grid.
- Select the documents from the list that you want to reassign.
- The Reassign reviewers button becomes active in the menu ribbon above the document grid.
- Click Reassign reviewers. A Reassign reviewers window opens.
- From the Workflow dropdown, select the workflow you want to adjust.
- The Stage field auto-populates.
- From the Reviewer dropdown, select the reviewer to whom you want to reassign the documents.
- Click OK.
The documents are transferred to the folder for claimed documents of the new reviewer.