How to shortlist files on board?

Modified on Sat, 16 Mar, 2024 at 3:16 PM

  • Open the board you received for shortlisting. If it isn’t a board you created, it would reside under the 'Shared with Me' section.

  • Select Multiple files and Click on the Shortlist Button. This action will only add files to the Shortlist (or) Click on the Star Icon on individual files. These actions will only add files to the Shortlist. This step can be done by both the Approver as well as the Reviewer.

  • After the Shortlists have been identified, an Approver must click on ‘Shortlist Complete’ to notify the Creator to take the next steps.

  • The status of the Board changes to ‘Shortlist Complete’

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