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.

To define review (Y/N) rules:

  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 (Y/N).
    select Review (Y/N) 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 whether a review is required.
    Select title and status value Review (Y/N) panel

  7. Click Save.