Set reviewers and approvers for a document version

task australia Updated Sep 10, 2026 1 min read set-reviewers-and-approvers-for-a-document.md
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Configure a reviewer and one or more approvers on a document version before submitting it, so the version is reviewed and approved before it publishes.

Before you begin

Role required: sn_audit_ws.supervisor, sn_audit.manager

Procedure

  1. From the Documents panel, select the document, then select Track versions.

  2. Select the version that is in the Draft state.

  3. In the Reviewer field, select the role, user, group, or condition that must review the version.

  4. In the Approvers field, add one or more roles, users, groups, or conditions that must approve the version.

  5. If you added more than one approver, set the sequence in which they must approve the version.

  6. Select Save.

    When you submit the version, it moves to Awaiting review, then to Awaiting approval once the reviewer completes their review.

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