Review Documents

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Job Aids

Once a document has been claimed, the reviewer must check it against quality control guidelines, apply necessary metadata, and determine whether to approve or reject it. Reviewers can also create a query for assistance with reviewing a document.

To review a document and assign a status to it, follow the steps below:

  1. As a reviewer in the first stage of workflow, claim a document by following steps detailed in the Claim a Document section.
  2. Open the documents metadata panel.
  3. Within the metadata tab, navigate to the workflow step section.
  4. Click the Status dropdown and select any one of the available statuses.
  5. Based on the selected status, reviewers can either perform the further associated actions such as:
    1. Approving,
    2. Rejecting
    3. Raising document query for clarification


Note:
  • The statuses that can be added to a document need to be first configured in the approval workflow.
  • For more information on adding status to a workflow, click here.