Send Documents for Consultation Review

Documents from the ATIP Office are sent for consultation review in the form of an ADX, TIFF, or PDF file.

Consultation Review Process

The consultation review process is described below:

In ATIP Office:

Document Folders to be sent for consultation review are opened in ATIPXpress.
A Review Layer is applied as required.
The Send/Save for Consultation Review option, which is available on the Document Management toolbar, is used to send the document for consultation review.

NOTE: This option is only visible when the Folder is selected.

On the Send/Save Documents for Consultation screen, users select the Folders to be reviewed.
Once all information is entered, documents can be sent, saved, or printed.

In Action Office:

Once the review file is received from the ATIP office, it will be opened for review.
The officer reviews the documents.
Once the review is complete, comments are added, and the files are sent back to the ATIP office.

In ATIP Office:

The responsive documents are checked before opening them on the Consultation Reviewed Documents: Import screen.
Once the ATIP officer is satisfied with the response, the files are imported into ATIPXpress. If there are additional documents attached to the file, they will be included.

For additional information about importing documents from consultation review, click the links below.

Import Documents from Consultation Review

Steps to Send the Documents for Consultation Review

Follow the steps below to send a document for Consultation Review.

Click Document Management > Search Folders. The following screen displays:
Enter search criteria as needed to locate the Folder containing the documents you want to send for Consultation Review.
Click Search.
From the search results, select the checkbox next to the Folder containing the documents you want to send for Consultation Review.
Click Open Folders. The Document Management screen displays as shown below.
Right-click the folder you want to Send/Save for Consultation Review. A menu displays as shown below.

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

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

Click Send/Save for Consultation Review. The Send/Save Documents for Consultation dialog box displays as shown below.
Select the Page Range.
Click OK. The Send/Save Documents for Consultation window displays as shown below.
Enter information in the fields described below as needed.

Field	Description
Consultation Contact
Consultation Type	Type of consultation requested, as selected from the drop-down menu.
Review Information
Request ID	ID of the Request the consultation is associated with. Click the Browse button to search for a Request.
Review Due Date	Date the consultation review is due to be returned.
Comments	Any comments about the consultation.
Add Reminder	Include a Task Reminder for the consultation. If selected, a field will appear to input the Number of day(s) prior to due date the reminder will be sent.
Task	Task to be completed, as selected from the drop-down menu.
Include Correspondence
Include Correspondence	Include correspondence with the consultation.
Language	Language for correspondence, as selected from the drop-down menu.
Select a Memo Template	Use an existing Memo Template for sending correspondence. If selected, choose a template from the drop-down menu below the selection.
Select a Pending Memo	Use an existing Pending Memo for sending correspondence. If selected, choose a Pending Memo from the drop-down menu below the selection.
Customize & Save	Customize and save the selected correspondence.
Include Document Review Flags
Include Document Review Flags	Review flags to be included in the documents sent for consultation.
Include Review Objects
Include Review Objects	Review Objects to include in the review, as selected from the available options. Selections include Comments Box, Ellipse, Straight Line, Highlight, Stamp, and Stick Note
Reviewers Information
Locations Referred	Action Office where the consultation review will be sent
Program Office Name	Program Office where the consultation will be sent
Create Consultation Location	Create a new Consultation location to send the review
List	List of contacts to select from, populated according to the selections above
Other Email	Send the review to a contact outside the ATIPXpress application. If selected, enter an email address in the field provided.
Delivery Information
Method	The delivery method, either Send By Email or Save to Local Disk (Note, the fields shown below depend on the selection made under Method)
Email
Email Template	Email template to be used to send the consultation review.
To Email	Address of the recipient of the review.
Email_Cc	Address(es) of any parties to be copied on the email.
Email Bcc	Address(es) of any parties to be blind copied on the email.
File Name	Name given to the file to be attached to the outgoing message.
Format	Format of the outgoing attachment file. Selections include ADX, PDF Image, and Multi-page File (TIF).
Dispatch Date	Date the outgoing message will be sent (defaults to the current date).
Header and Footers
Bates Stamping	When this checkbox is selected, Bates Stamping will be applied to the documents. (!!) Note: Bates Stamping is not applicable to native format documents.
Prefix	The first half of the Bates Stamp.
Suffix	The second half of the Bates Stamp.
Bates Format	The order in which the parts of the Bates Stamp will be arranged.
Insert Page Numbers	When this checkbox is selected, page numbers will be inserted into the documents.
Start Number	The first number in each page number. You can select Document # to number documents based on their numerical order. You can also select Batch Start # to enter the number you want to begin each page number with.
Leading Zeroes	When this checkbox is selected, page numbers will begin with "0".
Page Format	The format in which page numbers will be arranged.
Position	The location on the page on which headers and footers will be applied.
Font	The font that will be applied to headers and footers.
Font Name	The type of font that will be applied to headers and footers.
Font Size	The size of the font that will be applied to headers and footers.
Margin (Inches)	The distance from the edge of the screen headers and footers will be located.
Left	The distance from the left edge of the screen headers and footers will be located.
Right	The distance from the right edge of the screen headers and footers will be located.
Top	The distance from the top edge of the screen headers and footers will be located.
Bottom	The distance from the bottom edge of the screen headers and footers will be located.
Include Annotation Text
Include Annotation Text	When this checkbox is selected, prints annotation text on the pages that are to be delivered to the Requester.
Position	The location on the page on which annotation text will be applied.
Font	The font that will be applied to annotation text.
Font Name	The type of font that will be applied to annotation text.
Font Size	The size of the font that will be applied to annotation text.
Margin (Inches)	The distance from the edge of the screen annotation text will be located.
Left	The distance from the left edge of the screen annotation text will be located.
Right	The distance from the right edge of the screen annotation text will be located.
Top	The distance from the top edge of the screen annotation text will be located.
Bottom	The distance from the bottom edge of the screen annotation text will be located.
Page Summary for Fully Withheld Pages
Save	The format in which the page summary for fully withheld pages will be saved.
Position	The location on the page on which the page summary for fully withheld pages will be located.
Page # Format	The format of page numbers on the page summary for fully withheld pages.
Font	The font that will be applied to the page summary for fully withheld pages.
Font Name	The type of font that will be applied to the page summary for fully withheld pages.
Font Size	The size of the font that will be applied to the page summary for fully withheld pages.
Header	The header that will be applied to the page summary for fully withheld pages.
Footer	The footer that will be applied to the page summary for fully withheld pages.
Insert Watermark	When this option is selected, you can select a watermark to insert into the page summary for fully withheld pages.
Set Password
Set Password	Set a password for access to the consultation review.
Password	Password for consultation access.
Confirm Password	Re-entered password from the Password field above.

Click OK. The Job Progress window displays as shown below.
When the job is completed, (the Job Status will say "Completed") click Close Window.
Close the Document Management screen. The Consultation Review displays in the Consultation Review Log.