Once a document is ready for review or needs to have its content edited, you can route the document through the Authoring/Review workflow.
You can edit a document’s contents using collaborative authoring if it is enabled by your organization, or you can edit a document without collaborative authoring by checking it out, editing it, and checking it back in.
Complete the following steps to start the document Authoring/Review workflow and assign the Authoring/Review task:
From the Submission Mgmt > Library tab, open the document you want to assign for authoring and review.
From the Workflow Actions menu, select Start Authoring/Review.
From the Authors/Reviewers dropdown, select the users or groups you want to assign the document to.
Optionally, enter any additional instructions for the assigned users.
Enter a Due Date.
Specify whether you want workflow participants to Retain Roles until Workflow completion?
- If answered Yes, workflow participants will keep any tempoary sharing settings until the workflow is complete. This allows Document Viewers and Document Participants to be tagged even after they complete their task and they will retain visibility of the document throughout the workflow.
- If answered No, workflow participants will lose any temporary sharing settings as soon as they complete their task. This prevents Document Viewers and Document Participants from being tagged in comments after they complete their task and they will lose visibility to the document until it reaches a steady state.
Click Start. The document status changes to In Authoring/Review and assigns an Authoring/Review task to the selected users.
