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Assign Document Ownership

When documents are added to a project for revision, they are initially assigned to the recipient of the package. If they should be assigned to a different person, you can do that if you have been assigned to the Project Owner or the Document Controller role.

Ownership can only be assigned to:

  • Documents that are in the Compliance Check and For Routing states.

  • Project members that have been assigned the Document Controller role.

ClosedAssign Ownership of One Document

To assign ownership of one document:

  1. Open the project for which you want to change document ownerships as described in Open Projects.

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

    The Documents page appears and lists the documents that have been uploaded.

  3. Filter the list to show only the documents in the Compliance Check and For Routing states as described in Find Documents.

  4. Click the number of the document to which you want to assign ownership.

    The Document Details page appears.

  5. In the Properties toolbar, slick Assign ownership.

    The Assign ownership dialog box appears.

  6. Select the name of the person to whom you want to assign the document and click Assign.

    The page refreshes to show the assignee's name in the Assigned to property.

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