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Assign Ownership of Multiple Documents in Clipboard

As a project owner or document controller, you can change the ownership of documents in Compliance Check and For Routing statuses. The document is initially assigned to the recipient of the package, but you can reassign it to project members with the document controller, project owner, or contributor role.

  1. Open the project for which you want to change document ownership.

  2. In the navigation bar, click Documents Multiple pieces of paper stacked on each other..

    The Documents page lists the documents uploaded to the project.

  3. Filter the list to show only documents in the Compliance Check and For Routing statuses.

  4. Select the documents you want to change the ownership for and add them to the clipboard.

  5. Open the clipboard.

  6. In the toolbar, click Menu Three blue circles stacked in a column..

  7. Click Assign ownership.

  8. Select the name of the person to whom you want to assign the documents, then click Assign.

    The page refreshes to display the assignee's name in the Assigned to column.