Review (Y/N) Rules

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

define review (Y/N) rules

Summary: Define Review (Y/N) rules to indicate that a document must be reviewed (restrained) or not reviewed (unrestrained) when added to Document.

  1. Click the Settings icon, and then select Admin.
    Select Admin from Cogwheel icon settings

  2. Select Manage document rules.

  3. In the Rule type drop-down menu, select Review (Y/N).
    select Review (Y/N) in Rule type drop-down menu from Manage document rules

  4. Click the Add icon.

  5. Enter in a title and select one or more status values.

  6. Select whether a review is required.


  7. Click Save.