Delegate Review

Project members may need additional input or allocate the review to someone else. This feature gives the option to delegate to another reviewer in parallel, or as a replacement for, the current reviewer.

  1. Select one or more Documents from the Review Screen.

  1. From More select Delegate Review. This feature is only available under My Review.

  1. Select the Company and User from the New Reviewer drop-down menus.

  1. Select either Delegate the review to the selected user or Add as parallel reviewer to the current sequence within _ days and then select the Review Type from the drop-down menu as Mandatory or Optional.

  2. Select Delegate.