Review Initiator Rules

The review initiator is notified automatically by email after a restrained document is uploaded. Their role is to activate the workflow to a review team (if manual activation is required) based on a set of predefined review team Rules. These can be adjusted as required on a per document basis.

To define review initiators:

  1. Click the cogwheel icon and select Admin.
    Select Admin from Cogwheel icon settings

  2. Select Manage document rules.

  3. In the Rule type drop-down menu, select Review Initiator.
    select Review Initiator in Rule type drop-down menu from Manage document rules

  4. Click the plus icon.

  5. Enter in a title and select a status value.

  6. Select the review initiator’s (user or role) company and contact.
    Select title and status value in Review initiator panel

  7. Select whether to automatically activate the review workflow.

  8. Click Save.

  • If you select to automatically review the workflow, the reviewers of documents with this status should be notified automatically and the workflow is to be auto initiated. If you select no, only the review initiator is notified about restrained documents uploaded for review. The review initiator will manually activate the workflow and add/edit members from the defined review team or change the reviewer sequence for the document(s) if required before initiating the review process.

  • It is possible to define a default review initiator that will be used for restrained documents with a status where a review initiator has not been defined.