How to 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
  4. Select one of the available review statuses
  5. Enter an internal review number, if needed
  6. Enter a comment, if needed
  7. Attach support documents, if needed
  8. Click Save Review upon completion
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