Managing Reviews with Comment Sheet

For projects where parties reviewing documents are unable to form part of the normal InEight Document review teams they are still able to add comments by using an external comment sheet. This sheet can then be imported back into the system by using an enhanced version of XL-Upload.

Contact InEight if you would like this feature enabled on your project.

If enabled, the business process for managing the external reviewer comments is:

  1. The InEight Document Reviewer (or relevant person) transmits to the external party the set of documents to be commented on and ticks the Attach Comment Spreadsheet to Transmittal option at the bottom of the transmittal screen. (This option is only displayed if the feature is enabled by InEight for your project).

  1. InEight Document generates the comment spreadsheet and attaches it to the transmittal which is sent as normal from the system.

  2. The recipient downloads the comment excel file from the transmittal (in addition to the documents themselves) and enters their comments against each document in the cells provided.

  3. The recipient returns the excel file to the InEight Document reviewer by email.

  4. The InEight Document reviewer (or relevant person) uses an enhanced version of XL-Upload to upload the document review comments spreadsheet from the recipient.

  5. If the documents the comments are related to are restrained (in a workflow), then the comments are imported into the reviewer’s review screen and the reviewer is given the option to complete their review.

  6. If the documents the comments relate to are unrestrained then they are imported as comments from the recipient who made them.