Routing a Document Review

  1. From the Document record, in the document tree on the left side of the record, click the Active Review link.
  2. Add approvers if applicable, or click the Start button to route the document for review.
    Result: The Approval Status is now ROUTED. It may take additional time for SmartComm to generate the document profile.

See Also

Reviewing a Document

Attaching a Review Type to a Document

Editing Review Type for a Document

Deleting a Review Type from a Document

Performing a Document Review

Closing a Document Review

     

 

 
Friday, September 25, 2015
9:37 AM