Changing the Reviewer of a Document

This article applies to the following Content Automation permission levels: 

✅ Contributor ✅ Author ✅ Designer ✅ Admin


Key terms

Content Automation Approval: Approval is given by your default reviewer when they are satisfied with how your document looks. Most Content Automation documents require approval before the creator is able to export, download, print or share the collateral.

Reviewer: The person who reviews a document, determining if it can be approved or if it requires changes to be made before it can be approved.


What does it mean to Change the Document Reviewer?

Changing the Document Reviewer refers to the workflow whereby the initial reviewer for a document is updated to another default reviewer/admin within the Outfit instance. 


How to Change the Document Reviewer

  1. Navigate to the Approvals area via the sidebar navigation. Once here, navigate to the Pending filter to locate all documents pending approval. Please note you are only able to change the document reviewer on documents still pending approval.Screen_Shot_2020-11-24_at_11.55.01_am.png
  2. Select the document you wish to change the reviewer on.Screen_Shot_2020-11-24_at_11.55.17_am.png
  3. Once in the edit screen, navigate to the top right-hand corner to press the button labeled Change Reviewers.Screen_Shot_2020-11-24_at_11.55.30_am.png
  4. Selecting this button will open a lightbox where the user will be able to select from approved reviewers for the document they are requested approval on. Please note that if your team has a default reviewer set you will only be able to change the reviewer based on the pre-configured reviewers set by the Marketing team.Screen_Shot_2020-11-24_at_11.56.13_am.png


Supporting video tutorial


Frequently Asked Questions

Why would I need to request approval when Content Automation is meant to be safe for me to create on-brand material?

While Content Automation is perfect at nailing your brand’s visual guidelines it is not a substitute for a good copywriter as there will be times when it is necessary to have another pair of eyes reviewing your copy. Additionally, the workflow for creating materials varies from one organization to the other and some are stricter and require at least a second person to review every piece of produced content.


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