How to send a draft document for review
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The written steps below already work. Come back to watch it.
How to send a draft document for review. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the document in Document register. A document in Draft shows Submit for review at the top (Owner / Administrator, Office Manager and Engineer / Document Control).
- Press it. The status becomes For Review, a review due date of 5 days from now is set if none was entered, and the Engineer role is notified.
Tip
Alternatively tick Submit for review immediately when creating the document or uploading a revision.