Document Review Actions

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Document Review Actions consist of all actions performed on a Folder/Section/Page while reviewing the Documents for release. With the View Review Actions feature, you can view actions that have been performed on a Review Layer.  Once the review actions are performed and the review layer is saved, the list of all saved review actions can be obtained by printing or exporting the Document Review Actions Report.

Steps to View Review Actions

  1. Click Document Management > Search Folders

  2. Enter search criteria as necessary to locate the Folder containing the review layer you want to view Review Actions for

  3. Click Search

  4. From the search results, select the checkbox next to the Folder containing the review layer you want to view Review Actions for

  5. Click Open Folders. The Document Management screen displays as shown below

    File structure showing Documents, Helpdesk Testing, and Test folders with items.

  6. Select the Folder containing the review layer you want to view Review Actions for

  7. On the toolbar at the top of the screen, click the Review Layers icon

  8. The Review Layers window displays as shown below. Select the review layer for which you want to view Review Actions

    Table displaying review layers with user details and action buttons for management.

  9. Click Review Actions. The Document Review Actions Report displays, detailing the review actions for the selected review layer

Steps to Print the Document Review Actions Report

You can print the Document Review Actions Report to a local or network printer to obtain a print copy of the report.

  1. Click Document Management > Search Folders. The following screen displays:

    Document management interface displaying folder information and search options for files.

  2. Enter search criteria as necessary to locate the Folder containing the review layer you want to print a Document Review Actions Report for

  3. Click Search

  4. From the search results, select the checkbox next to the Folder containing the review layer you want to print a Document Review Actions Report for

  5. Click Open Folders. The Document Management screen displays as shown below

    File structure showing Documents, Helpdesk Testing, and Test folders with items.

  6. Select the Folder containing the Review Layer you want to view Review Actions for

  7. The Review Layers window displays as shown below. Select the Review Layer for which you want to print a Document Review Actions Report

    Table displaying review layers with user details and action buttons for management.

  1. Click Review Actions. The Document Review Actions Report displays, detailing the review actions for the selected review layer

  2. Click Print