How To Review Document

There are two ways to start a document review:

• Via Document – Click the “Status” button and select the “Send for Review” option.
• Via Table – In the document table, click the More Actions button for the desired document and select the “Send for Review” option.

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After the document status is set to “In Review”, users can add reviewers who belong to the same project.

To add reviewers, open the document and click the “Collaborative Review” button. This will open an additional form where reviewers can be selected from the list of available reviewers.

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