Add a reviewer
You can set it so certain users must review a document. You link these reviewers in the workflow as 'Workflow reviewer'.
To add reviewers:
- Open Profit.
- Open the properties of the document template.
- Go to the tab: Reviewers.
- Click on: New.
- Select a value for Type.
You can add reviewers based on a selection, user group or role. Depending on the selected type, you can add multiple items of this type in a single go in the next window using multiselect.
- Click on: Next.
- Select the users who review the document.
- Click on: Finish.
- Click on: OK.
If you create a document template yourself, you must activate the document template in the properties of the site through General / In & OutSite / Site / site properties / Document templates tab as you do when creating your own dossier item type.
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