Change the reviewer of a document

Change the document reviewer when the initial reviewer is updated to another default reviewer or admin within Content Automation.

Who can use this?

Plans:

  • Brandfolder

Permissions:

  • Admin
  • Designer
  • Author
  • External Contributor

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

  1. Using the sidebar navigation, navigate to the Approvals area. 
  2. There, use the Pending filter to locate all documents pending approval. 

Keep in mind that you can only change the document reviewer on documents still pending approval.

Pending filter in the Approvals area
  1. Select the document you wish to change the reviewer on.
  2. Once in the edit screen, navigate to the top right corner to select Change Reviewers.
Change Reviewers button

  1. This opens a lightbox where the user can select from approved reviewers for the document they are requesting approval for. 

    If your team has a default reviewer set, you can only change the reviewer based on the pre-configured reviewers set by your plan admins.