Claim Documents

When a document is routed into an approval workflow, the assignee in the first stage must first claim the document before performing any review actions. Based on the auto-claim settings, the document may be auto-claimed or require manual claiming prior to review.

For more information about auto-claim settings, click here.

To claim a document for review, follow the steps below:

1. Access the QC Review module from the navigation grid.
2. Open the My Review tab to view the approval workflows to which the logged-in user is assigned.
3. Expand the workflow dropdown to display the associated folder structure. The folders are organized based on document status and may include the following:
   1. Approved
   2. Available for Review
   3. Claimed
   4. Clarification
   5. Overdue
   6. Rejected
4. Open the Available for Review folder and select the document.
   
   
   
5. Open the documents metadata panel and click the Claim button.
   
   
   
6. To claim multiple documents, select the documents and click Claim from the top menu bar.

   

7. Click Yes on the confirmation pop-up.

   

8. If the document is identified as a potential duplicate, click Claim on the confirmation pop-up.

   

9. Click the refresh icon next to the document icon.

   

10. Once claimed, the document is displayed in the Claimed folder.