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Home > Tools & Setup > Documents and Training > Review Groups > Editing Review Group Information

Editing Review Group Information

To edit a review group’s information:

  1. With the Review Group List page displayed, click the review group name link.

The Review Group List page displays.

  1. Click the review group name link.

The Review Group Detail General page displays.

  1. Click the Edit button.

The Edit Review Group page displays; it includes the same fields as the New Review Group page. Refer to  Adding a New Review Group for more information about the review group information that can be set. You can edit the following tabs:

  • Approvers. Users who need to approve and sign off.
  • Members. Reviewers of the documents for Initial Review, Standard Review, and Final Review.
  • Documents. This allows for you to reassign documents to new review groups. (Refer to the following important note.)
NOTE: Because Review Group is a required field for documents, you cannot delete documents from a review group. Documents can be reassigned to a different review group individually or as a group.
  1. When you are done making your changes, click the Save button and then the Exit/Cancel button.