Adding a proxy reviewer

You can use the Proxy Review tab to review the information for a selected proxy user. The tab is divided into two sections:

The top section displays a list of users authorized as a proxy reviewer for a selected user.
The bottom section displays a list of users for whom the selected user is authorized as a proxy reviewer.

You can use the top section to add users who are a proxy on behalf of the current user. The proxy reviewers can review documents only for the selected applications.

Select Manage > Users > User Information.
Click Find to select a user.
Click the Proxy Review tab.
Click Add Proxy. The Add Proxy screen is displayed.
Specify this information:
Application

The application modules for which a proxy user is authorized to review documents.

Can Submit
Indicate whether the document is submitted by the proxy user. Possible values:
- Yes
- No
Only When Out Of Office

Indicate that the selected proxy user can review documents only when the status is set to Out Of Office.

You can also specify a period during which the proxy user is authorized to review documents on your behalf. Specify this information:

From Date

The date from when the proxy user can start reviewing documents.

To Date

The date till when the proxy user can review documents.
Note: You must consider these options when specifying the dates:
- The To Date cannot be earlier than the From Date.
- The From Date must current date or later.
- The To Date must be current date or later.
Click Add User. The Adding User screen is displayed.
Click Find.
Select a user and click Pick Selected.

Note: You can click Pick All to select multiple users.
Click OK.

You can also use the bottom section to add users and user groups for whom the selected user is a proxy reviewer. Click Add User or Add User Group and perform steps 6-9 to add users or user groups. The selected proxy user is assigned as a proxy for all users in the group.
Click Update to save the data.