Creating a new review

Admin can also add documents to the cart from the grid to include them in a new review workflow by using the Create new Review option.

  1. Add required documents to the Documents Cart.
  2. Click Actions and then select Create new review. Refer to the screenshot below:

  3. The Create review window opens. Fill in the details under New Review Info, Participants, and Documents.
  4. Click Save. New review was successfully created message appears.