Add a reviewer
Add a single or multiple reviewers to the document approval and review rule for document review.
Before you begin
Role required: platform_document_management_admin or admin
About this task
The procedure described in this task applies to newly created records. For existing records, go to the document record, select the additional actions icon (
Additional actions icon.\) and select **Refresh Approvers and Reviewers** to match the rules and add reviewers.
Note: Document reviewers can be directly added through the document record but they aren't added to the Document approval and revision rule.
Procedure
Navigate to All > Documents > Approval and Revision Rules.
Go to the rule that you want to add a reviewer or approvers to.
Select the Reviewers tab.
Select New.
In the Reviewer field, enter the name of the reviewer.
Select Submit.
Repeat steps 3–6 to add multiple reviewers.
Parent Topic:Document approval and publish process