Adding a proxy user to review documents

You can authorize a proxy user to review documents on your behalf for a specific time period. Click Reviewer Proxy on the profile page of the user.

  1. Specify this information:
    Application
    The application modules for which a proxy user is authorized to review documents.
    Proxy User ID
    The unique identification number of the user who must be the proxy. You can also click Find User to find the required user.
    Can Submit
    The option to enable the proxy user to submit documents. Possible values:
    • Yes
    • No
    Only When Out Of Office
    Indicates that the selected proxy user can review documents only when your status is set to Out Of Office.

    You can also specify a time 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 be today or later.
    • The To Date must be today or later.
  2. Click Add Proxy.
  3. Select the required application modules for which reviewer proxy can submit documents.
  4. Click Update to save the information.