Manage teams in bulk

When you have one or more reviewers to add to multiple document rules, you can save time by adding reviewers to rules in bulk.

1. From the Review team Rule Type page (Admin > Manage document rules > Review team), select multiple teams.

2. Expand the More menu, and then select Add reviewers. The Add reviewers dialog box opens that shows a list of applicable users or roles.

   

3. Select the radio button for All contacts or Roles, and then enter the company name. A list of contacts is shown.

4. Select the contacts you want to add to the team, and then click the arrow to move them to the Allocated contacts, roles and free form review teams section.

5. Enter the Sequence and Duration days for each user, and then click Save. The reviewers are added to the selected review teams.

You can copy attributes from a reviewer to the new reviewers.

When you want to replace reviewers in multiple review teams, you can save time by replacing the reviewers in bulk.

1. From the Review team Rule Type page (Admin > Manage document rules > Review team), select multiple teams.

2. Expand the More menu, and then select Replace reviewers. The Replace reviewers dialog box opens.

3. Enter the name of the current reviewer that you want to replace, and then select the company and reviewer name of the replacement.

   

4. Click Replace. The reviewer is replaced in the selected review teams.

When you want to remove a reviewer from multiple review teams, you can save time by removing the reviewers in bulk.

1. From the Review team Rule Type page (Admin > Manage document rules > Review team), select multiple teams.

2. Expand the More menu, and then select Remove reviewers. The Remove reviewers dialog box opens.

3. Select the name of the reviewer you want to remove, and then click Remove. The reviewer is removed from the selected review teams.