Reviewing Vendor Documents

Vendor Documents that have been uploaded with a restrained status are reviewed using the standard workflow process in InEight Document. If using the Bluebeam Studio Session review process, then a single review can be split into two or more reviews if necessary.

More information on the Review and Approval Workflow process in InEight Document can be found in the Document Review and Approval training manual.

  • Reviewed documents can be auto stamped via InEight Document’s standard watermarking/stamping process.

  • Following the release of documents from the workflow process, the Deliverable Line Item status should be manually updated.

  • If all documents related to a Deliverable Line Item are approved, the item is highlighted in green. If one or more documents are rejected the item is highlighted in red until all items are approved.

  • Documents can be superseded while they are under review, from the Holding Area. A Default Review Status will be applied. This is defined on a project basis within the Project Settings.