Reviews - standard process and flow

This article explains the standard steps in the review process.

  1. Upload the file
  2. Create a review
  3. Add reviewers and CCs
  4. Make comments and annotations
  5. Make decisions
  6. Upload new versions
  7. Approve
  8. Close the review
  9. Archive the review

Reviews_standard_flow.png

 

 

How to start a review?

From the file detail side panel, select More > Create Review

Create_Review_File_Detail.png

Next, you'll need to select a name, due date, and add reviewers.

The name of the Review can be different from the file name. Editing the file name later will not change the name of the Review.

Reviewers have the ability to add comments and annotations, make decisions, and upload new versions. For more information see Review roles and statuses

Tip: Only reviewers can edit the Review details. We recommend adding yourself as a reviewer to every Review that you create to retain the ability to manage assignees and due dates

 

Create_Review_Required_Fields.png

All of your open reviews will appear in your My Reviews List. All workspace members can view a list of Reviews in the workspace Reviews Tab

 

For more information see Close and archive a reviewReview roles and statuses and Review email notifications

 

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