Assign a document to one or more reviewers

You can assign a document to one or more reviewers after you have attached the document to a workflow task. After you assign the document, the reviewer can use Electronic Document Review functionality to open the document in Adobe Acrobat Pro, review it, and save their comments back to Civic Platform. See Review documents in Adobe Acrobat Pro for more information.

To assign a document to a reviewer

Locate the document that you want to work with. You can search the Documents tab for the selected record, the Sub tasks tab of the workflow page, or the Document review tasks tab on the My tasks page. You can also use Global Search to locate a document. See Global search for more information.
Open the Document information dialog by either selecting the document's File name or by selecting Actions > View doc info.
Select the Doc review tasks tab.
Select Assign.

Note: Assign the document to a workflow task if not assigned previously. See Attach a document to a workflow task.
Do one of the following:
- Select the Department selector button to the right of the Department label, select the check box for the department where the intended reviewer works, and then close the department tree list.
- Select the Staff Selector button to the right of the Staff label, select the individual to whom you want to assign the document review task.
- Select Add.
A Document review task assign form row appears with the department or staff you selected. If you selected Add, the Document review task assign form row is blank.
Select the discipline of the document review task. The discipline is the area of focus in the task. Civic Platform tags all the comments from the reviewer with the discipline.
Use the Page # and Comments column fields to give specific review instructions to the reviewer if needed.
To add additional reviewers, repeat steps 5 through 7. You can also select Add to add a new Document review task assign form row.
Select Submit to save the assignment.

Note: Civic Platform updates the task on the Sub tasks list for the workflow task, and the task appears on the Document review tasks tab of the My tasks page for the assigned reviewer.