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
Click Document Management > Search Folders.
Enter search criteria as necessary to locate the Folder for which you want to create a review status.
Click Search.
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.
Click Document Review Log. The Document Review Log displays as shown below.
Select a Note from the list.
Click the Document Review Status drop-down menu and select the Document Review Status you want to apply.
Click Modify. A confirmation message displays.
Click OK. A confirmation message displays.
Click OK.
Click Close.
From the search results, select the checkbox next to the Folder for which you want to create a review status.
Click Open Folders. The Document Management screen displays as shown below.
