Performing a Collaboration Review

1. From the Document Approver dashboard on the Portal Page, click the Document Needs Approval tab. Click the drop down arrow next to the document to review and select Sign-off.
   Result: The document is displayed in the document viewer, ready for review.
2. Review the document.
3. Click and drag the cursor to highlight any sections in the document that require annotation.
   Result: The text remains highlighted and a comment box is displayed in which you can enter your comments regarding the highlighted text.
4. Enter your comment and click the Submit button.
   Result: The comment has been added and will be visible to the document owner.
5. Complete the review of the document.
6. Click the Sign-off section in the right pane of the window.
   Result: The Sign-off information is displayed.
7. Click the Status drop down arrow and select COMPLETE.
8. Enter any relevant notes for the approver.
9. Browse to add an attachment, if necessary.
10. Enter your user ID and password.
11. Click the Sign-off button.
    Result: The collaboration review has been completed. Once all collaborators have completed their reviews, a document that includes all of the collaborators' comments is created and the document owner receives email notification.

See Also

Creating a Document Record for Collaboration

Routing a Document for Collaboration

Comparing Document Revision Versions During Collaboration Review