For Review Tab

The For Review tab appears only for Approvers or Administrators. It lists the documents that are ready for your review, allowing you to approve or reject them.

Note

This tab is one of several sub-tabs which appear under the Home tab. You can view descriptions of the table columns here.

Using the Toolbar

From the toolbar on this tab, you can:

• preview a document by clicking
• refresh the view of the list of items by clicking
• approve a document by clicking
• reject a document by clicking the reject button
• perform a query by example by clicking
• detach the Assignments table by clicking

Using the Actions Menu

You can use the Actions menu to perform some of the tasks listed above. In addition, you can use the Actions menu to:

• edit a document's data by selecting Edit
• reassign a document to another user or to a group by selecting Reassign
• lock or unlock a document by selecting Lock or Unlock

Using the View Menu

You can use the View menu to:

• display and hide columns
• reorder columns
• perform a query by example

You can also sort the table by column value.