Review and Rejection

Review Status

Within the Review Status section, administrators can add, edit, or delete statuses that reviewers can select and apply within a specific workflow. The Display Name represents the status label shown in the user interface, while the System Status corresponds to the predefined value assigned to that review state.
Note: Regardless of the Display Name used, documents are routed to the appropriate workflow folder, such as QC Review or My Reviews—based on the configured System Status.

Add Review Status

To create a new review status, follow the steps below:

  1. On the Review Status page, click +Add.
  2. Enter the Display Name.

  3. Double-click the System Status field, click the dropdown arrow, and select the System Status from the list.

Editing Review Status

To edit review status, follow the steps below:

  1. Select a status to edit and click Edit from the top menu bar
  2. Make the required changes to the Display Name
  3. Double-click the System Status field, click the dropdown arrow, and select a status from the list.

Delete Review Status

  1. Select the required Review Status to be deleted.
  2. Click Delete

    Note: If the selected status is in use within a workflow, a pop-up dialog will appear and the status will not be deleted.


Rejection Issues

When adding a status to the workflow, if the user reports an issue, the issue will be added to the status in the Custom Field.

The reported issues will be added to the Rejection Issues section. Existing issues will also be marked and added under the Issue Name in the Custom Field.

Add Rejection Issue

To create a new rejection reason, follow the steps below:
  1. On the Rejection Issue page, click +Add.
  2. Enter a rejection issue within the field activated under the ‘Issue’ column.
  3. Optionally check the ‘Include in Subscription’ checkbox for the issue.