Document Review

✔️ You can review documents by accessing the "Review Documents" option on the dashboard or filtering by parties or projects to focus your review.

1️⃣ Go to the Dashboard – Click on Review Documents to access multiple documents from different parties.

2️⃣ Review and Mark – Go through the documents and mark them as reviewed.

1️⃣ Go to the Parties Tab – Navigate to the Parties section.

2️⃣ Select a Party – Click on the relevant vendor, then select Documents to see only their documents.

3️⃣ Apply Filters – Use the To Review filter to focus on pending documents.

4️⃣ Review and Mark – Go through the documents and mark them as reviewed.

1️⃣ Use the Project Drop-Down – Select the relevant project.

2️⃣ Go to the Documents Tab – This will filter documents related only to that project.

3️⃣ Apply Filters – Use the To Review filter to focus on pending documents.

4️⃣ Review and Mark – Go through the documents and mark them as reviewed.

✅ Change the document name for better organization.

✅ Assign documents to projects if applicable.

✅ Adjust document type if necessary.

✅ Mark the document as reviewed once completed.

💡 Issue: I don’t see all documents that need review.

➡️ Solution: Check the project navigation dropdown on the parties/documents screen to ensure all documents can be found.

💡 Issue: The system didn’t recognize the document type correctly.

➡️ Solution: Click on the document type box and manually adjust it.

💡 Issue: Compliance indicators (red/green dots) are incorrect.

➡️ Solution: Click Edit, verify missing details, and ensure all required fields are filled.

📚 Related Articles:

💬 Still Need Help? Contact our support team for assistance. [email protected] or through the chat bot.