Review/Release Document Settings

Setting

Description

Allow Review Initiator/Administrator to Release and/or Reject documents prior to workflow activation

  • Release

  • Reject

The Review Initiator can release or reject a restrained document without activating a workflow.

Allow reviewers to bypass review

Allows reviewers in a workflow to bypass remaining reviewers and go straight to the Review Coordinator if this option is enabled and ‘Can send to Review Coordinator bypassing other reviews’ is enabled in the Review Team defaults.

Allow reviewers to nominate a review status

A reviewer can suggest a review status when completing the review process.

Allow Review Coordinator to edit PDF files with Bluebeam review in Release wizard

If Bluebeam integration is activated, this option will allow the Review Coordinator to edit any PDF files using Bluebeam within the Release wizard. Additional settings for this may need to be enabled by InEight.

Show completed column in Release wizard to allow Review Coordinator to control document releases

This option shows a Completed column with a check box in the document release screen.

Allow all users with document access to view its review status

This option allows all users with document access to see the current document review status.

Do not allow users to complete review in TeamBinder if a Studio Session review is in progress

This option will remove the “Completed” checkbox from the Review window when documents are under review within a Bluebeam Studio Session. Users will be required to complete their review within Bluebeam Studio by selecting Finished as the status. 

Allow reviewers to add days when delegating review This option specifies whether reviewers can add days to the review cycle when adding a parallel reviewer. Select the box if you want to allow reviewers to add days. When not selected, reviewers cannot add days to the overall current sequence.
Recalculate Review Coordinator's release required date Lets you specify whether to recalculate the review coordinator's time when review teams take less than the allotted time to finish their reviews. You can choose to recalculate always, recalculate only if overdue, or never recalculate. If you choose to recalculate the date, the date is calculated based on the review coordinator’s defined settings. If you choose not to recalculate, the extra days remaining from the document reviewers are added to the review coordinator's due date.

Vendor Data Review (only available if Vendor data is enabled).

Setting

Description

Allow superseding documents under review when processing Holding Area documents

This option allows users to upload documents that may supersede documents that are currently under review.

Assign the review status as

This will determine the Review Status for the superseded document that is automatically released when the new revision is uploaded.

Allow Deliverable Line Item Status to be auto updated

This option will determine whether the Deliverable Line Item status should be auto updated when a document is linked to the Deliverable.

Released status as:

This will determine the Deliverable Line Item status when a document is linked to the deliverable.

Rejected status as:

This will determine the Deliverable Line Item status when a document is linked to the deliverable.