Review for a document

The review of a document and its subsequent approval is carried out from the platform. In order to be able to review a document, it must be within a task, whether it is a creation, modification or revision task.

The steps to review a document within a task:

  1. Enter the task to be reviewed

  2. Click on the Review Now button (each button corresponds to a document within the task)

  3. Check if the document needs to be commented on, using the text balloon tool to do so

  4. Approve (ok button) or ask for change with the Ask for change button, then you can continue to review other documents within the task or go to another review

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