Setting markup options for documents added to workflows
- Click the Setup button on the Module Menu, and under Project, click Project Settings.
Click the Reviews tab.
Scroll down to the Markup Options (Workflows only) section.
Both options are selected by default. Uncheck an option if you don't want to use it.
Replacement file – this allows the document in the workflow to be superseded, typically with a version that has markups or comments. This will replace the version in the document register.
Online markup – this allows workflow participants to use the online viewer to create markups and add comments to the document being reviewed.
Workflow participants can also add supplementary files to a workflow regardless of these two options. For example, they can attach a comments sheet as a separate, supplementary file.
- Click Save in the top right-hand corner of the page to save your new settings.