Applies to

Brandfolder
  • Brandfolder

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

Administrators, Designers, Authors, and Contributors can edit the reviewer of a document.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Change the reviewer of a document

Changing the document reviewer refers to the workflow whereby the initial reviewer for a document is updated to another default reviewer/admin within Content Automation.

PLANS

  • Brandfolder

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Permissions

Administrators, Designers, Authors, and Contributors can edit the reviewer of a document.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

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 can only change the document reviewer on documents still pending approval.This image shows all documents pending approval.
  2. Select the document you wish to change the reviewer on.
  3. Once in the edit screen, navigate to the top right corner to press the Change Reviewers button.This image shows the change reviewer button on the document edit screen.
  4. This button will open a lightbox where the user can select from approved reviewers for the document they are requesting approval on. Please note that if your team has a default reviewer set, you can only change the reviewer based on the pre-configured reviewers set by the Marketing team.

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. Sometimes, 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.

Was this article helpful?
YesNo