How to send boards and files for review?

Modified on Mon, 12 Aug, 2024 at 4:04 PM

This step needs to be done by the Content Creator when - 

  1. Files need to be sent for review (without the need for shortlisting) or

  2. New Versions have been added post-shortlisting or 

  3. Reworked files are being sent back after Revision Requests.


To send a Board for review, 

  • Click on ‘Send for Review’ from the Board View.

  • Select the Approver, Reviewers and type a message for them.

  • Click Send. The status of the board will change to Review. 

Note: When a board is sent for review, all of the content should go into review, unless there is action pending on any of them.


To send a file for review, 

  • Open the file that you want to send for review.

  • Click on ‘Send for Review’ in the bottom right side of the screen.

  • Select the Approver, Reviewers if not already done.

  • Click Send. The status of the file will change to Review. 

Note: When a file is sent for review, the rest of the board will still remain their current status.

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