This article explains the standard steps in the review process.
- Upload the file
- Create a review
- Add reviewers and CCs
- Make comments and annotations
- Make decisions
- Upload new versions
- Close the review
- Archive the review
How to start a review?
From the file detail side panel, select More > Create Review
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