Manage review coordinators

A project administrator or the review initiator can update the review coordinator for a document individually or in bulk.

Update the review coordinator for a single document

Project administrators and the review initiator can edit the workflow members when you want to update the review coordinator for a single document.

  1. From the Document workflow page (Documents > Manage workflow), click the Add/Edit workflow member icon for a document.

    The Document review workflow dialog box opens.

  2. Use the Document review coordinator radio buttons and drop-down lists to select a user or role.

  3. Enter the review coordinator company and contact, and then click Save.

Update the review coordinator for multiple documents

Use these steps when you want to update multiple documents with the same review coordinator.

  1. From the Document workflow page (Documents > Manage workflow), select one or more documents, and then expand the Actions menu and select Replace review coordinator.

    The Replace Review Coordinator dialog box opens.

  2. Use the Document review coordinator radio buttons and drop-down lists to select a user or role.

  3. Enter the review coordinator company and contact, and then click Replace.