Prepare for Review
Documents must first be prepared for review before they can be opened in the DRM. Follow the steps below to prepare a document for review.
Open the case folder containing the attachment you'd like to prepare for review, and navigate to the Attachments tab.
Select the attachment to prep for review, then click Manage > Prepare for Review.
A confirmation appears as shown below. Click OK to continue. The document is now ready for review.
Open a Document for Review
Follow the steps below to open a document in the Document Review Module:
Note: These steps assume the Prerequisites listed in the About the Document Review Module have been satisfied.
From inside a case folder, navigate to the Attachments tab.
From the Attachments tab, Select the document(s) you'd like to review, then click Manage > Review
Note: The selected document(s) must be in "Ready to Review" status. If any document set for review is not in this status, select the document click Manage > Prepare for Review. Refresh the Attachments tab, and the status should update to "Ready for Review," and the document can now be reviewed
After selecting Review, the Document Review screen opens in a new tab as shown below:
The documents selected from the Attachments tab are available here for further review. You can see these listed in the left-hand Navigation pane. Each selected document from the Attachments tab is listed as a (1) Folder, with the various pages in each document appearing as (2) Pages under the folders:
Click a page in the Navigation Pane to open that page for review. See the Review Module Interface topic for more information on the DRM interface