Save document for review

Manager An Admin user who can manage and assign feedback, workflows, document, images etc. users in the Workflow Documents accessed from a review or approve list in the Folder view. managers and Authors roles can save a document for review.

1. Select the document from the folder tree.

2. Click Edit .

   The document displays.

3. Make any required edits.

4. Click Save.

The Save dialog box displays.

5. Click Save.

   Note: If the Save button does not have a drop-down list, the document does not have a Workflow applied. To apply a workflow, refer to Apply Workflow.

6. Select Save for review.

The document is saved for review.

Note: To start a review without making edits to the document:

1. Select the document from the folder tree.

2. Select Details & Actions > Workflow > Manual workflow settings.

3. Click Select workflow in the Workflow name field.

4. Select a workflow.

5. Select Start workflow now from the Start workflow field.

6. Click Save.