Reviewing Documents

Video - Reviewing Documents Essentials

Reviewers receive an email notification advising of documents that require their review by a required date. The reviewers then review the documents either on-line or by downloading and printing them for manual mark up.

Each reviewer must complete their Review using the Document Review screen to record their review comments into the system. The Review screen can be used to:

  1. Redline the drawings on-line.

  2. Make text comments against the document on-line.

  3. Attach an external file eg MS Word document of comments.

  4. Attach a scanned copy of a hardcopy mark-up.

The Review screen is also used to indicate that a reviewer has completed their review and the date. An email notification is then sent to the next reviewer in sequence and a notification is sent to the review coordinator informing the reviewer has finished.

Using the Document Review screen:

  1. From the Document register, click the Review button. Alternatively use the hyperlink in the Workflow Widget at the Dashboard .


  1. If there are many documents awaiting review use the Search box or the Advanced Document Search option to find or filter documents listed.

  1. Click the Download icon to download the document to a PC for either printing or offline review. If the hardcopy is marked up, scan and upload as an attachment.

  2. Click the Redlines icon to open the document in the online viewer TeamView (if activated on your project). The document can be marked up (red-line) and make text comments.

  3. Click the Add/Edit link in the Comments column to add electronic comments to the documents. Click the New button to add a comment and enter your comment.

    • To attach external files, click Attach Files and select one or more files to attach and click Open.
    • Select a Category for your comment (optional).
    • A comment raised on behalf of a 3rd party is specified in the Raised by value.
    • Click Close when finished to return to the Comments window and click Close again to return to the Document list in the Review screen. An icon appears next to the Document with a tool tip “Review text comment available”.

  1. Once your review is complete, tick the Completed box and Save.

  • The Review Coordinator when viewing the All or Where I am the review Coordinator option will also see a Reviewer and Review Company column.

  • Review Coordinators showing “Where I am the review Coordinator” option enables a Review Coordinator to perform a proxy review on behalf of another reviewer. This may be necessary if a reviewer is unable to review a document for any reason and hence the review process may otherwise be held up.

  • The document will continue to be listed as awaiting review until the Completed box is selected and saved.

  • On completion of the review, the next reviewer will be notified to complete their review (serial workflows).

  • On completion of the review the review coordinator will be notified.

  • Once the last reviewer in a serial or parallel review workflow completes their review the review coordinator will be notified that all reviews have been completed.

  • If enabled the Send to Coordinator box will complete the workflow process and pass control of the document to the review coordinator bypassing all other reviewers who have not yet completed their reviews.

  • The review window can be customized to control the columns that are displayed by going to More, Register View then Customize.

  • InEight Document has been fully integrated with Bluebeam Studio to enable document reviews via Bluebeam rather than TeamView. Contact InEight for details.