Changing the Document Role

Users with document supervisor rights can change document owner roles.

1. From the Document record, click Action > Change Role.
   
2. Zoom to select a new role.
3. Click the Save button.
   Result: The new owner role is displayed in the Document record.

See Also

Editing a Document

Deleting a Document

Changing the Document Owner

Creating a New Revision of a Document

Copying a Document Record

Synching the Secondary Format

Changing the Secondary Format Preference

Automatically Expiring a Document

Tracking Content and Profile Viewing History for a Document

Showing Document Access Warnings

Enabling Work Group Access for a Document Record

Document End User Steps

Document Tree Actions