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Welcome to InEight Document.
This video demonstrates how to send mail for review.
Once mail has been drafted, select this arrow next to the Send button and choose Send for review. Nominate a reviewer, give them a due date, include a short message, and you Send.
The message you sent to the reviewer is a draft, so it will remain in your Draft box until it has been sent by the reviewer.
This means that until it has been sent, you can open the mail under Review at any time and cancel the Review here.
When mail is sent for review, the reviewer is notified by email.
To review the mail draft, select the link here from the dashboard Mail tile.
Once opened, this window appears with the review details. Close it to review the draft mail item and make any updates.
Next, either send to the final recipient as you normally would or send for further review, either back to the originator or to another reviewer like this.
If returning to the originator, they can access the draft using the Return From Review link and the process can continue until the draft is ready to send.
Well, that's how to conduct mail reviews. Thanks for watching.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information