Send a Document for Review

Follow these steps to send an eDocument for Review by another User/User Group:

  1. Right-click on the document in the work list to send for review and select Needs Reviewed By.

  2. Search for the User or User Group to send the eDocument to, and select the User/User Group from the search.

  3. Enter a Message to the user/group.

  4. Change the Priority when appropriate.

  5. Press the OK button to send the eDocument for review.

Once a document is reviewed by one member of a group, it will be removed from all other users' Task Lists.