Review a Document

The purpose of this article is to explain how to review a Document. Documents uploaded can be set to follow predefined workflows for review. Reviewers can add document reviews very easily.

  1. Click Documents
  2. Select the folder containing the document awaiting your review OR use the filter_icon_document.pngto view only specific documents
  3. Click the relevant review step

Review_a_doc1.png

  1. Select one of the available review statuses
  2. Enter an internal review number, if needed
  3. Enter a comment, if needed
  4. Attach support documents, if needed
  5. Click Save Review upon completion

review_a_doc2.png

Need further help? Contact our Support Team