Review (Y/N) Rules

The Review (Y/N) is triggered from the Status assigned to the document. This then determines if there is a requirement for a document to be reviewed. A document that requires review is defined as restrained needs to be passed through a review workflow before it is released.

To define Review (Y/N) Rules:

1. Go to Admin then Manage Document Rules.

   

2. Select Review [Y/N] from the drop down list.

   

3. Click New and enter a Title.

   

4. Select the Status value.

5. Choose Yes or No against Review Required.

6. Click Save then Close.

7. Repeat steps for additional review rules.