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Review a document in Document Processes

You've received a notification and you're ready to review and add comments.

As a reviewer you'll pin issues to the document to provide feedback and add markups. You'll see issues raised by other reviewers too and can provide feedback as required.

You'll be able to see issues raised by parallel reviewers if issue visibility is enabled for that review. Otherwise you'll see those issues after the step is completed.

If you are the lead reviewer you'll choose a review outcome to complete the step.

Hinweis

Document Processes is currently only available to projects on the KSA1 and MEA Aconex instances. We'll continue to develop features based on feedback and announce availability for other Aconex instances at a later date. Make sure you subscribe to Release Highlights to be notified.
  1. From the main navigation menu, click Document Processes and select Steps assigned to me.

  2. You'll see all review steps that require your action.

  3. Click on a document's number to review it.

Hinweis

You can also access this screen directly from the email notification you received.
  1. If you want to add markups you'll need to create an issue first. Click the issue icon to create one.
  1. Pin the issue in the appropriate place on the document and fill out the issue details. You can also add markups to it.

Hinweis

Document Processes supports all markup tools in the Online Viewer, except for File Attachment, Signature, Stamps, and File Comparison.
  1. Add as many issues as required, with or without markups.
  2. If you are the Lead Reviewer, select a Review Outcome from the drop down. You can also add a review note.
  3. Click Submit review to complete the step.

Hinweis

Once all steps in a review are completed and the review was configured to assign issues automatically, the issues will be assigned to the originators to respond to. Otherwise, the process owner can manually assign the issues.

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