-
Select a workflow step, and click Actions > Reassign.
-
Select a user from a selected role to reassign the workflow step to that designated user.
-
You can only reassign workflow steps to a single user, not multiple users.
-
You can filter both the roles and users to narrow the list to a specific user.
-
When reassigning a workflow step, a review step takes precedence over the document receipt notification step.
The following table details the outcome when you reassign a workflow step to another user:
User 1 |
Reassigns to User 2 who has |
Outcome |
---|---|---|
Reviewer |
No workflow step |
The review step is reassigned to User 2. |
Reviewer |
A document receipt notification step |
The document receipt notification step is terminated and the review step is reassigned to User 2. |
Information only reviewer |
No workflow step |
The document receipt notification step is reassigned to User 2. |
Information only reviewer |
A review step |
The document receipt notification step is terminated for User 1. |
Information only reviewer |
A document receipt notification step |
The document receipt notification step is terminated for User 1. |