Project Lifecycle and Processes › How to Work with the Document Review Process › Upload and Submit Documents for Review

Upload and Submit Documents for Review

You can use the Document Review process to move project-related documents through a review and approval process. This process starts when the category is set to Proposal or Operations and the document status is set to "Submitted."

Follow these steps:

1. Open the project.

   The properties page appears.

2. Click Collaboration.

   The collaboration page appears.

3. Open the Properties menu and click Add Documents.

   The add multiple documents page appears.

4. Complete the following fields on this page:

   Current Location

   Displays the current location of the document.

   Select Files

   Specifies the files you are adding to the folder.

   Limits: Five files at a time

   Status

   Specifies the status of the document.

   Values: Submitted, Approved, or Rejected

   Starts Review Process: Submitted

   Category

   Specifies the category for the document.

   Values: Proposal, Planning, Development, Implementation, and Operations

   Starts Review Process: Proposal or Operations

   Date Created

   Defines the date the document is uploaded.

   Owner

   Defines the owner that manages the document. The resource verifies that the document is managed and tracked appropriately through its lifecycle.

   Access

   Indicates the type of access for the document.

   Values:

   • All Participants. Indicates granting to all the participants in the group, read/write access to the folder.
   • Select Participants. Indicates that individual resources are from the existing participant group.

   Default: All Participants

   Allow Non-Participants to Access Document

   Indicates that non-participants can access the document.

   Default: Cleared

   Enable Check Out

   Indicates if resources with appropriate access can check out and edit the document.

   Default: Selected

   Enable Versioning

   Indicates resources with appropriate access can create another version of the document.

   Default: Selected

   Notify Resources/Groups

   Indicates if resources that have access to the files are notified when documents are added.

   Default: Cleared

   Description

   Defines the description of the document.

   Comments

   Specifies any comments about the document.

5. Click Add.

   The document is uploaded and submitted for review.