Reassigning a Reviewer

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

  1. From the Documents view, select the Reviewer view.
  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. Click the More dropdown located at the top right corner of the Right Panel to reveal the options.
  6. Select the Reassign Reviewer option from the list. Refer to the screenshot below:



  7. A Reassign Reviewer window opens.
  8. From the Workflow dropdown, select the workflow you want to adjust. The Stage field auto-populates.
  9. From the Reviewer dropdown, select the reviewer to whom you want to reassign the documents.



  10. Click the Change Reviewer button.

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