You can have a message reviewed before the message is delivered to a recipient.
See a description of the Review Manager process below.
-
The Upland AccuRoute server processes the message and delivers it - even if the message has not been evaluated by an Review Manager.
-
The Review Pending component holds the message while the server sends an email notification message to Review Managers. The message indicates that an outbound message is waiting for review and contains a direct link to the message in the Web Client.
-
A Review Manager follows the link to the message and looks at it.
-
The Review Manager accepts or rejects the message and can provide comments for the sender.
-
In both cases, the server sends a notification to the message sender about the outcome. If the Review Manager provided comments for the sender, this is included in the email notification message.
Note: Only one Review Manager needs to look at the message and evaluate it.
Enabling review
You can enable Review in the Review Manager component by using the Server Administrator > Components node.
To enable Review in the Review Manager component
-
Start the Server Administrator.
On the Start menu, click Upland AccuRoute > -
On the console, expand the Server Administrator tree.
-
Select Components. The details pane lists the components in your server.
-
Double-click the Review Manager connector to open the Properties dialog box.
-
Click Settings.
-
Select Enabled.
-
In Hold message for, type or select the number of hours the server must hold the outbound message for approval. If a message exceeds the number of hours, it expires and is moved to the History folder.
-
Click OK to save your changes.
Before Review managers can review messages, you must configure the review permissions for the registered users. For instructions, see user properties.
See also