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If you have P6 Web Access installed with configured workflow and content repositories, you can start or participate in a document review.

Note: For project documents, your ability to start a review depends on the document security policy.

What is a document review?
A document review is a workflow process in which a specific version of a document is assigned to one or more people to review. Each document review is assigned a review type, which determines the approval requirements and reviewer sequence for the workflow.

Document reviews are beneficial when you have a document that requires the approval of one or more people. For example, you may have a private document that you want four other members of your department to review. Before making the document available to all members of the project, you want each department member to review the document for accuracy. Creating a document review is a helpful way of sharing information and gathering specific comments or feedback from others.

Starting a document review
You can start a document review from Document Details for any document. When starting a document review, you can specify the name of each person you want to review the document, and you can select one of the following review types:

Once you start a review, the document appears in the Project and Document Workflows portlet on a dashboard. Here, you can click the link to Document Details, where you can view a list of all reviewer responses, and the names of all reviewers who have not yet responded to the review. From the Document Details, you can also view review details.

Once the review is complete, the document no longer appears in the Project and Document Workflows portlet. You can subsequently access details for the completed review from the Review Details tab of Document Details.

Reviewing a document
If you are assigned to review a document, the document appears in the Action Required portlet on a dashboard. Here, you can click the link to the document to respond to the review.

Once you respond to a review, the document no longer appears in the Action Required portlet. You can subsequently access details for the completed review in Document Details.

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