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- Locate the Approval Process in the Review Worklist containing the file which you want to review.
- Click the Review button (
) for the desired Approval Process. The Review page for the selected file will open, displaying the Review Assistant for the file.
Review Assistant displayed for selected file - Click the File Name to download the file. The file will be downloaded to your computer in accordance with the download preferences of your web browser.
- Review the file by opening it in an appropriate application.
- Optional: Apply any comments, annotations, or alterations to the open file that you would like to save with the review.
- In the Review page, select a Review Status to assign. The available Review Statuses consist of: "Approve", "Accept w/ Changes", "Reject", and "Comment". When a Review Status is selected, a comment box will appear in the Review Assistant, allowing you to type comments as part of the selected Review Status.
- In the Review page, type any comments to associate with your review in the comment box.
- Optional: If you have a file that you want to attach to your review, click Choose File (
). A file browser window will open (Finder for Mac OS X and Windows Explorer for Windows). Browse to and select the file to attach. - Click Post (
) when finished. Your Review will be posted with any comments or files attached. Once Posted, it will be visible to other users reviewing the file or managing the approval process of which it is a part.