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High Compliance Environment Help Center

Delegating a document in a workflow step to someone else for review

You can ask somebody else in your organization to review the documents assigned to you.

Tip!

If you are reviewing a document, and have added markups, if you then decide to delegate the review to another user, your markups are deleted - even if you have saved them.

  1. Open the workflow.
  2. Select the checkbox for each document you want to delegate.
  1. Click the Delegate button.
  1. Find and select the user you want to delegate this review to in the ...with field.
  2. Click the OK button.
  1. Click the Close button in the confirmation message.