Remove approvers or reviewers from the Document Details page

  1. Go to the document page by clicking on the name of the document, then select the version of the document you would like to remove an approval for in the version dropdown. The latest version will be selected by default.

  2. Select Approvals in the left pane.

  3. Hover over the name of the approver or reviewer you would like to remove, then click on the Delete icon Delete icon that appears after their name.

    The approval or review request is removed and the approver receives a notification that their approval is no longer needed. Their approval-related share access is also removed.

  4. (Optional) To demote an approver to a reviewer rather than remove them entirely, uncheck the Approver checkbox in line with their name.

  5. Repeat the previous step to remove any additional approvers or reviewers.

Remove approvers or reviewers from the Document Summary

  1. Go to the project, task, or issue that contains the document, then select Documents.

  2. Click on the document you need and the Document Summary pane for that document will open.

  3. Select the version of the document you would like to remove an approver or reviewer for in the version dropdown. The latest version will be selected by default.

  4. Scroll down to the Approvals section in the Document Summary pane. Hover over the name of the approver or reviewer you would like to remove, then click on the Delete icon Delete icon that appears after their name.

    The approval or review request is removed and the approver receives a notification that their approval is no longer needed. Their approval-related share access is also removed.

  5. (Optional) To demote an approver to a reviewer rather than remove them entirely, uncheck the Approver checkbox in line with their name.

  6. Repeat the previous step to remove any additional approvers or reviewers.

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