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Review Authorsconfiguring simple delegation.

Please Review Participants can delegate their role on a review if allowed by a review owner.

Simple delegation in Please Review allows reviewers to assign their review responsibilities to another participant, ensuring a seamless continuation of the document review process even when original reviewers are unavailable. This feature enhances efficiency by enabling delegation without intricate setup, streamlining collaboration, and maintaining momentum in the review workflow.

1. Simple Delegation
2. Further Reading

Simple Delegation

All review participants can delegate their role on the review if allowed by the review Owner.

1. To delegate click on the ‘Delegate’ option on the Review Control Panel:

2. The ‘Delegate’ option will display the delegation screen where you can search for users individually or display all available users in the Workgroup:

3. Click on ‘Select’ against the participant that you would like to delegate to. The next screen will allow you to insert a message to the selected delegate, which will be included in the email notification sent to the delegated participant.

Further Reading

• How to Use Managerial Delegation