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High Compliance Environment Help Center

Reassign a document in a workflow step to someone else

Workflow Initiators can reassign a workflow step to a different reviewer.

The Workflows Initiator can reassign a workflow step to someone who wasn't originally responsible for it. This person doesn't have to be in the same organization as the person who was originally assigned the task.

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