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Review a Document in a Workflow

Required Roles: Editor, Reviewer Required Permissions: Edit NOTE: Workflow settings and steps are configured per workspace.  Step 1. Find ...

C
Written by Casey Huxtable
Updated over 3 weeks ago

Required Roles: Editor, Reviewer

Required Permissions: Edit

NOTE: Workflow settings and steps are configured per workspace.


Step 1. Find and select the file or document for review via email notification or the dashboard.

Step 2. Choices available include: Review (in browser or in Word), Save a new version, Complete or Reject. In this example, Complete was selected. The user may then Start Final Review or Start Approval.

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