By Reviewer

Administrators can reassign documents claimed in the workflow to other reviewers.

  1. From the Documents view, select By Reviewer as the Current view for the index.
  2. Open the index folder of the reviewer whose claimed documents you want to reassign.
  3. Click the folder holding claimed document to reveal its contents. The list of that user’s claimed documents populates the document grid.
  4. Select the documents from the list that you want to reassign.
  5. The Reassign reviewers button becomes active in the menu ribbon above the document grid.
  6. Click Reassign reviewers. A Reassign reviewers window opens.
  7. From the Workflow dropdown, select the workflow you want to adjust.
  8. The Stage field auto-populates.
  9. From the Reviewer dropdown, select the reviewer to whom you want to reassign the documents.
  10. Click OK.

The documents are transferred to the folder for claimed documents of the new reviewer.