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To enter preparer and reviewer information

  1. While on the Document Manager, place the selection bar on the document to which you want to add initials.
  2. On the Document menu, click Properties, and then click Roles.
  3. Enter user initials and dates in the boxes provided.
  4. To specify the location of users' initials on the document, select the option you want.
  • User information can be entered for each document and appears at the top or bottom right corner of all printed documents. The number of initial boxes available corresponds to the number of roles specified for the file.