Document Review Status

The Document Review Status can be assigned or modified by users performing a final review of the document. Document Review Statuses can be configured by clicking Administration > Lookups > Document Review Statuses.

Steps to Create Document Review Status

1. Click Document Management > Search Folders.

2. Enter search criteria as needed to locate the Folder for which you want to create a review status.

3. Click Search.

4. From the search results, select the checkbox next to the Folder for which you want to create a review status.

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

6. Right-click the Folder for which you want to create a review status. A menu displays as shown below.
   

NOTE: After clicking on the Folder, you will be prompted to load a review layer. Load a review layer as explained in steps 6-9 in Load Review Layer. After loading a review layer, repeat step 6 as described above.

NOTE: The image above shows what displays when a review layer has been loaded.

7. Click Document Review Log. The Document Review Log displays as shown below.
   
   

8. Select a Note from the list.

9. Click the Document Review Status drop-down menu and select the Document Review Status you want to apply.

10. Click Modify. A confirmation message displays.

11. Click OK. A confirmation message displays.
    
    

12. Click OK.

13. Click Close.