Start Review and Authorisation

The Start Review menu option is available when the document review function has been enabled, see Record Type Document Review page.

  1. Right-click the record you want to start review, point to Document Review and click Start Review.

    The Notifies reviewers that the document is ready for review dialogue box appears.

    • Due date for the Reviewers to complete their work - enter the due date and time.
    • View button - click to view the attached document
  2. Click OK.

    Content Manager saves the due date and time.

The Start Authorisation menu option is available when the document authorisation function has been enabled, see Record Type Document Review page.

  1. Right-click the record you want to start authorisation, point to Document Review and click Start Authorisation.

    The Notifies authorisers that the document is ready for authorisation dialogue box appears.

    • Due date for the Authorisers to complete their work - enter the due date and time.
    • View button - click to view the attached document
  2. Click OK.

    Content Manager saves the due date and time.