Requesting Review of a Content Automation Document

This article applies to the following Content Automation permission levels: 

❌ Contributor ✅ Author  ✅ Designer ✅  Admin

 

Key terms

Review: To assess something with the intention of approving to allow user(s) to export their document(s) The assessment may also involve instituting changes to the document on the users' behalf and/or requesting changes to be made before approval.

Requester: The user who requests a document to be reviewed for approval.

Reviewer: The user who reviews a document, determining if it can be approved or if it requires changes to be made before it can be approved and therefore exported.

 

Overview

This article will cover how to request a review of a document and monitor the review status through to approval.

 

What are Reviews?

Reviews are where you can see all documents you have submitted for review and monitor any changes required.

If you have Reviewer permissions, it's also where you can manage all requests that have been submitted for approval and monitor any that require changes.

 

How to Manage Reviews 

Reviews are where you can see all documents you have submitted for review and monitor any changes required.

 

To submit a document for review:

  1. Open/edit the document.

  2. Click Request Review in the top navigation bar.

Request_Review.png

To check the status of a request:

  1. Head to Reviews, located in the left-hand navigation menu.

  2. Switch to the relevant tab from -Awaiting Review, Changes Requested, or Approved. If you’re unsure of the status of a request, you can select the All tab to view all review requests. To find a specific review request you can:

  • Filter by teams to show requests connected to a specific team.

  • Filter by Tag to show requests connected to a team categorized with a certain tag.

  • Sort by most recent or oldest. Most recent or oldest reviews are determined by the date the request was made. If a request has been submitted for approval multiple times (for example, after changes were requested), the latest date will be used for sorting purposes.

  • Switch to grid or list view. Grid view contains large thumbnails for viewing designs at a glance, whereas list view presents your requests in a list format, making it perfect to view more requests at once.

You can also view the status of the request on the document itself, within a Project.

Review_status_on_document.png

 

To cancel a request:

  1. Open/edit the document awaiting review. You can access this document via Reviews > Awaiting Reviews or Projects.

  2. Click Cancel Review.

Cancel_Review.png

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