Overview

There are 8 steps in the Document Review (manual workflow) process once a restrained document is uploaded to InEight Document:

1. The Review Initiator receives a notification that a restrained document has been uploaded.

2. The Review Initiator activates the workflow for one or more documents to their default review teams (these can be edited as required).

3. The Reviewers are notified in turn or at the same time depending if the review is being performed in series or in parallel (as controlled by the sequence against each reviewer in the review team).

4. The Reviewers complete their review using the Document Review screen by redlining, and/or commenting on the documents.

5. The Review Coordinator receives a notification once ALL reviewers have completed their review.

6. The Review Coordinator then performs their own review using the Document Release screen, selects which Review comments to include and applies a Review Status which controls whether the document is released or rejected.

7. Notifications on the outcome of the review are sent to the Originator and/or Review team members.

8. If Released, the Document is distributed in InEight Document automatically as normal. If rejected, a notification will be sent to the originator and they will make any corrections and re-submit for review.