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Submit Documents for Review

Not all documents require approval, but they all require review. When you submit a document for review, the document approval or document review process starts. The reviewer is sent an action item to review and/or approve the document. The process that is triggered to start is dependent on the type of document you are submitting for review.

Note: The scope management plan, quality management plan, and risk identification - SWOT analysis documents cannot be submitted for review.

The project manager can change the resources identified as reviewers by editing the names listed in the Reviewers field on the project properties page.

Once you submit your document for review, all the document fields become display-only.

Follow these steps:

1. Open the project.

   The properties page appears.

2. Open the document to submit for review.

   The properties page for that document appears.

3. Select the check box for the Submit for Review field that displays in the General section of the page, and submit.

   The document is submitted for review.

More information:

How to Work with the Document Approval Process

How to Work with the Document Review Process

Document Review and Approval Processes