Free Form Review Teams

To define a free form based review team:

1. Click Contacts.

2. Go to More > Free Form Review Teams.

   

3. Click New, and then enter a title for the review team.

   

4. Select the Review Coordinator details for the review team.

   

5. Select the contacts to be included in the review team by moving them from the left pane to the right pane in the screen provided. Use the Company drop-down list to select the relevant company first.

6. Enter the Total Review Duration in days.

7. Against each selected user (reviewer) enter the following attributes:

• Sequence
• Duration
• Optional
• Either

8. Click Save then Close.

Add a user to multiple roles.

1. From the More menu in the address book, select Free form review teams. The Free Form Review Teams dialog box opens.

2. From the dialog box, select one or more free form teams.

3. Expand the More menu in the dialog box, and then select Add reviewers.

4. Select a company and the user name.

5. Click Add.

Remove a user from multiple free form teams.

1. From the More menu in the address book, select Free form review teams. The Free Form Review Teams dialog box opens.

2. Select one or more roles.

3. Expand the More menu, and then select Remove users. The Remove users dialog box opens.

4. Select the name of the user, and then click Remove.

Replace a user in multiple free-form review teams.

1. From the More menu in the address book, select Free form review teams. The Free Form Review Teams dialog box opens.

2. Select one or more roles.

3. Expand the More menu, and then select Replace users. The Replace users dialog box opens.

4. Select the user name of the current user, and then select the user company and user name for the replacement user.

5. Click Replace.