Create a Document Review - Levels (Sequential)

Kevin Wall Updated by Kevin Wall

This article will explain how to create document reviews to be sent out for review in a sequence.

Create Review follows the filing screen. This one way to begin a Workflow process. After filing a document, if you do not use a Workflow Template, you are able to select any user or group to send the document to for review.

Document Reviews can be configured to be sent in a sequence. The sequence can be defined as part of a template or when a review is created after filing.

  1. After selecting Start Review immediately after filing from the Create Review drop down in the filing screen, selecting Save to File the document, you will be able to select your own recipients in sequence.
  2. After the document has been saved, the Document Review screen is shown. Recipients are added using the Add Reviewers Level button.
  3. Select the users / groups as required, Select Confirm. this will define the 1st Level.
  4. To create a sequential process, simply select the next Add Reviewers Level button.
  5. Select the users / groups as required.
  6. Select Confirm, this will define the 2nd Level.
  7. Users or groups can be defined for each Level.

Best practice is to add Instructions to each level to ensure users are aware of the steps before and after their involvement, to save duplication.

With a multi-level review, the previous review AND all resulting actions must be completed before the next level is started.

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Create a Document Review - Manual

How to Access and Use Document Collections

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