Video - InEight Document Enhanced - Performing Document Reviews

TRANSCRIPT

This video demonstrates how to review documents.

As a document reviewer, you receive email notifications when you have a document to review.

Once logged in, you can see how many documents you have to review from the workflow tile on the dashboard.

View all document waiting review by clicking the to review link.

You can also access the review screen from here.

Document Review.

The documents you need to review will be shown.

You can choose from different views or saved searches.

Here, you can see details of out each document that needs your review, including the review sequence number, and whether you're assigned as an either optional or mandatory reviewer.

Documents that have the same review team are automatically assigned a unique tag for the documents in the workflow.

These tags can be helpful to group documents together when there is no commonality with the workflow documents.

Review history can be accessed from this icon.

Comments can be added or viewed from the comments column.

Click the plus call out to add comments or the red call out to review existing comments.

To perform markups, click the file viewer tab at the top.

This will load an online view of the document.

There are many tools you can use when reviewing a document.

Zoom tools are located here.

This icon allows you to pan over a zoomed area.

This icon allows you to zoom in on one part of the drawing.

Note that all markups are a layer over the existing drawing, and the drawing itself is never modified.

To make text markups, go to markup, and click the text button and type comments.

Once complete, click save.

To view text comments, click the comment tab, Click plus to add a new comment.

You can attach scan markups here or enter your comments in the text box.

You can categorize the comment or raise it on behalf of someone else using the drop downs once complete.

Click save from the comments screen.

You can also reply to other reviewers comments by clicking the plus icon under the existing comment. Then use the same approach as making a new comment.

Once you have finished reviewing and making your comments, select the document or documents and click complete.

The next reviewer or the review coordinator will be notified appropriate.

Well, that's how to review a document using the review workflow procedure. Thanks for watching.