Sending Mail for Review

 

On some projects, mail must be reviewed by one or more people prior to being sent. This is managed in InEight Document using Send for Review instead of Send.

Mail sent for review can be:

  • Reviewed and returned to the originator for sending.

  • Reviewed and sent to the final recipient(s).

  • Kept as a draft and sent to another internal user for review.

To send mail for review:

  1. Click the arrow next to Send and select Send for review.

    Send for review with arrow icon to send mail for review

    The send for review dialog box opens.

  2. Select one of the following radio buttons:

    • Users, if you want specific users to review the mail

    • Roles, if you want people in a specific role to review the mail

  3. Select the reviewer or role.

    Send for review panel to selec users and roles

  4. Select the due by date.

  5. Click Send.