Reassign a document in a workflow step to someone else
Workflow Initiators can reassign a workflow step to a different reviewer.
- Choose your project from the Project Selector at the top of the page.
- Click Workflows.
- Under Search, click Workflows.
- Enter your search criteria.
- Click the Search button.
- Select the checkbox for each document you want to assign to a different person.
- Click the Initiator Tools button in the workflow header row, and then click Reassign.
- Enter the name of the person you want to replace in the Replace field.
- Enter the name of the person you want to assign this step to in the with field.
- Click the OK button to save this change to the workflow.
- Click the Close button in the confirmation message.