Using the Document Manager > Reviewing Documents

Adding Documents to the Review Queue

To add a document to the Review Queue:

1. Select a record in the list window, and select Documents from the Options section of the Express bar. The Documents for window is displayed.

2. Select the document to be reviewed and select Review. The Document Review window is displayed.

3. To add a reviewer, select the name in the Users Available To Review list and click Add.

To remove a reviewer, select the name in the Users Assigned To Review list and click Remove.

4. To add a document note, type the text in the Current Note field.

5. Click OK.