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:

  1. Open Profit.
  2. Open the properties of the document template.
  3. Go to the tab: Reviewers.
  4. Click on: New.
  5. 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.

  6. Click on: Next.
  7. Select the users who review the document.
  8. Click on: Finish.
  9. 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.

Directly to

  1. Document with workflow
  2. Add a reviewer
  3. Configure the Document review workflow
  4. Link a document template to a workflow