Professional Documents
Culture Documents
PURPOSE ............................................................................................................................................... 1
SCOPE .................................................................................................................................................... 1
DEFINITIONS ......................................................................................................................................... 1
4. DOCUMENT .................................................................................................................................. 21
4.1 Opening a Document Transmittal ........................................................................................... 21
4.1.1 Opening a transmittal from an email notification ....................................................................21
4.1.2 Opening a transmittal from the My Tasks page ......................................................................22
4.2 Uploading a single Document ................................................................................................. 24
4.3 Transmitting a Document ........................................................................................................ 27
4.4 Superseding a single Document ............................................................................................. 29
4.5 Transmitting your superseded document ............................................................................... 31
4.6 Search Documents ................................................................................................................. 32
4.7 Run and save document reports to Excel ............................................................................... 33
4.7.1 Generating and Exporting a Transmittal History by Document Report .............................33
4.7.2 Generating and Exporting a Transmittal History by Organization Report ........................35
4.7.3 Generating and Exporting a Custom Document Report .......................................................37
4.8 Upload multiple documents and move them into the Document Register.............................. 39
5. WORKFLOWS............................................................................................................................... 48
5.1 Create a new workflow template............................................................................................. 48
5.2 Add steps to a draft workflow template ................................................................................... 49
5.3 Edit workflow steps ................................................................................................................. 51
5.4 Remove steps from a draft workflow template ....................................................................... 53
5.5 Activate a workflow template .................................................................................................. 55
5.6 Copy a workflow template ....................................................................................................... 56
5.7 Copy a workflow template to another project ......................................................................... 57
5.8 Searching Workflows .............................................................................................................. 59
5.9 View a workflow's properties................................................................................................... 60
This document contains confidential information and uses an Aconex proprietary template. This document must not be used
or disclosed for any purpose other than in connection with the implementation or use of the Aconex system (“the Purpose”).
The intellectual property in this template (and any modification, enhancement, derivation or reproduction of it) is owned by
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Any modification, enhancement, derivation or reproduction of this document must contain this “Confidentiality and
Intellectual Property Statement” and any other confidentiality and any other similar markings or legends contained herein.
Any questions based on the confidentiality or ownership of this document should be directed to legal@aconex.com.
Related Documents
This document must be read in conjunction with, but not limited to, other project specific manuals,
plans or procedures that are applicable to this project. The table below lists the relevant documents.
History
The ultimate aim is to ensure that the entire project team has access to the right information at the
right time.
Scope
This User Guide Document is applicable to the entire project team and all project-related users.
Examples include online videos and manuals.
Definitions
The table below provides an overview of some of the concepts used within the Aconex system:
Project Mail
• The company shared Inbox, Sent box and Draft box
Documents
Aconex • Doc register is like Company plan rack or filing cabinet (electronic
Fundamentals version)
• Documents are only registered once, when it’s time to update must
supersede
• When you search your doc register, you will always see the latest
revision as default
During the implementation of an application CRJGR Project, the YTL Project Admin will need to
initiate certain steps to create, invite and train applicable Project personnel. The following steps
below will ensure that the above mentioned is actioned and completed, hence ensuring the correct
user accounts are created and trained to use the applicable project in Aconex.
All personnel will be trained as per the Project Configuration Document for each applicable Project.
To access Aconex, you'll need to log in. When you're done, log out to maintain your security.
2.1 Logging In
Tips:
• If you can't log in, reset your password from the Aconex login page. See Reset your
password. You can also contact your Org Admin, or call our helpdesk at any time for
assistance.
• The Org Admin of your organization will give you your login name and password.
2. From the Member login menu at the top of the screen, choose the region as Rest of Asia
5. Enter your Login Name and Password and click the Login button.
1. Review your user information and complete your profile, e.g.: Job Title, Security question
2. Type in:
o The password you want to use from now on into the New Password field.
o Your new password again in the Confirm Password field.
1. Click the Logout link at the top of the screen to log out of Aconex.
Tips:
• The Search - Mail page remembers the search terms you last used in this session. Click the
Clear button to clear all search fields and enter new criteria.
• Leave all fields blank and click the Search button to see all project mail. Add more search
criteria and click the Search button to refine your search.
1. Select your project from the Project Selector at the top of the page.
Click the Mail button on the Module Menu, and under Search, click the mailbox you want to
search in:
o Inbox – mail received by your organization.
o Sent – mail sent by your organization.
o Drafts – draft mail created by your organization.
If you receive an email notification that you have been sent a project mail in Aconex, click the link in
the email to open the project mail.
Tips: Edit your User Preferences under Setup to change your notification settings.
1. Open the notification email from Aconex in your local email system (for example, Outlook).
2. Click the mail subject link to open the project mail in Aconex.
3. On the Aconex log in page, complete the Login Name and Password fields, and click the
Login button.
Mail awaiting your action is listed on the My Tasks page and is grouped by the action needed.
Tips:
• The total number of mails in each mail task group is shown, and the ten most recent mails are
listed. Click the View All link to display the full list in a pre-configured mail search page.
• Unread project mails are removed from the My Tasks page after 90 days. These mails are
still available from the Mail module, and are still marked as unread.
• Unread mail in the Outstanding and Overdue lists appear in bold text.
• Mail is removed from the Unread lists after you have opened it, unless you mark it as unread.
• If another To list recipient from your organization responds to a mail, it is removed from your
Outstanding or Overdue list, but will remain on your Unread list.
1. Select your project from the Project Selector at the top of the page.
Click the Tasks button on the Module Menu, and under View, click My Tasks.
2. Click the Mail title bar to show the mail lists, if required.
5. To mark the mail as unread, click the Actions button and choose Mark as Unread.
1. Choose your project in the Project Selector at the top of the page.
Click the Mail button on the Module Menu, and under Search, click Inbox.
5. Click the:
o Reply button – to reply to the sender only, without the original attachments.
o Reply to All button – to reply to the sender and all recipients, without the original
attachments.
o Forward button – to forward the mail to new recipients, with the original attachments
(if required).
6. Complete all mandatory mail fields, and any other fields as required. See Create a new
project mail.
Use project mail for communication and collaboration on your project. All project mail sent and
received in Aconex has fast and secure delivery.
Tips:
• Your mail is automatically saved to draft every five minutes. You'll see a notification message
with the time of each save.
• Click the Save to Draft button at any time to save your mail and continue writing. You'll see a
confirmation message with the time of the save.
• Project mail saved in Drafts is available to anyone in your organization.
• To automatically check the spelling in your mail when you click the Send button, edit your
personal preferences.
• You can't paste pictures or graphics into the body of your mail.
• Mail marked as response required does not appear in the Overdue or Outstanding mail list of
Cc or Bcc recipients.
1. Select your project from the Project Selector at the top of the page.
Click the Mail button on the Module Menu, and under Create New, click:
o Blank Mail to create a blank mail, or
o One of your listed commonly used mail types.
3. Enter one or more mail recipients in the To field and/or the Cc field. Either:
o Enter a full or partial user or group name and click the Find icon to select from a list,
or
o Click the Directory button to search in a directory. See Finding and adding mail
recipients from a directory below.
4. Enter the recipient detail (e.g. organisation, Last name, etc) to search for the recipient. Tick
the checkbox beside the name then click on To, Cc, or Bcc. You may continue to search and
add more recipients, click Save to complete your selection.
6. If required, choose the response type from the Response Required list, and select the
respond by date.
7. Complete the Subject field. A meaningful subject to make it easier to find this mail.
9. Complete the Body field. You can type your message or paste text from another application.
Use the Format menu to apply formatting to your text
1. Select your project from the Project Selector at the top of the page.
Click the Mail button on the Module Menu, and under Create New, click:
o Blank Mail to create a blank mail, or
o One of your listed commonly used mail types.
3. Enter one or more mail recipients in the To field and/or the Cc field. Either:
o Enter a full or partial user or group name and click the Find icon to select from a list,
or
o Click the Directory button to search in a directory. See Finding and adding mail
recipients from a directory below.
4. Complete the Subject field. A meaningful subject to make it easier to find this mail.
5. Click the Attributes button, and select one or more values for each attribute, as required.
6. Complete the Body field. You can type your message or paste text from another application.
Use the Format menu to apply formatting to your text
All project mail or transmittals you send are instantly visible to all recipients and everyone in your
organization.
If you have potentially sensitive mail that only certain people should have access to, you can mark
your material confidential.
Tips: Only the recipients of your mail will be able to view it.
1. Click Mail
2. Under Create New select the type of mail you want to create.
6. Click on OK
7. Click Send.
5. Select the checkbox for each document or project mail you want to attach.
2. Click the Browse/Choose file button, browse to the file you want to attach, and click the
Open button.
3. To add another file, click the Attach another file link and repeat the above step.
When an activity is complete, close out related project mail so you can monitor active items more
easily.
Tips:
• Close out project mail to get more accurate information when running a status report, allowing
you to follow-up on mail items that have not been closed out.
• You can only close out project mail sent by your organization
1. Select your project from the Project Selector at the top of the page.
Click the Mail button on the Module Menu, and under Search, click Sent
4. Click the Subject link to display the project mail you want to close out.
Open document transmittals from an email notification or the Unread Transmittal list on the My Tasks
page.
1. Open the email from your local email account (for example, Microsoft Outlook).
2. Click on the transmittal number link in the email.
4. Review the details of the transmittal. You can open or save documents and files from the
Attachments list, or submit documents to a workflow, as required.
Tips:
• To return to the My Tasks page after viewing a transmittal, always click the Back button.
Don't use your browser's back button.
• Your ten most recent unread transmittals are listed on the My Tasks page. Click the View All
link to go to a pre-configured search that lists all your unread transmittals.
1. Choose your project from the Project Selector at the top of the page
2. Click the Tasks button from the Module Menu, and then under View, click My Tasks.
3. If required, click the Documents title bar to show the documents lists.
5. In the Unread Transmittals list, click the number of the transmittal you want to open.
Upload a document to your organization's register, and then transmit it to other organizations, or
upload another document with similar information.
You'll need to send a document transmittal to enable project members in other organizations to
access this document.
Tips:
• Enter as much information about this document as you can make it easier to find it when
searching.
• If you select a document type that is assigned to a configurable document auto-numbering
scheme, the Document No. The field is read-only.
1. Choose your project in the Project Selector at the top of the page.
3. Complete all mandatory document information fields, and any other fields as required
4. Click the Browse button, locate the file you want to add, and click the Open button.
o Upload another document with fields pre-populated with the same information.
Repeat this procedure from step 3.
6. Complete all mandatory Transmittal fields, and any other fields as required. They are the ones
marked in yellow, with an asterisk.
You'll see a confirmation that the transmittal has been sent. The documents you included will
automatically be updated in the recipient organizations' document registers.
Upload a new document revision to make changes to an existing document, or to change the
information about the document.
Usually you'll update (or supersede) a document by replacing it with another file uploaded from your
computer. However, you can also use this procedure to update incorrect or incomplete information
about the document. For example, if there is a spelling error in the document title, or if you need to
add comments about the document.
Tip: When you update a document with a new file, the previous revision is retained in the document
history. Previous document revisions are not deleted.
1. Click the Documents button on the Module Menu, and under Search, click Document Register.
5. Update document information fields as required, making sure that all mandatory fields are
completed.
6. To replace this document with a new revision, click the Browse/Choose source button, locate
the file you want to upload, and click the Open button.
1. Complete all mandatory Transmittal fields, and any other fields as required.
Tips:
• The Search - Documents page remembers the search terms you last used in this session.
Click the Clear button to clear all search fields and enter new criteria.
• Leave all fields blank and click the Search button to see all documents in your Register.
• Add more search criteria and click the Search button to refine your search.
1. Click the Documents button on the Module Menu, and then under Search, click Document
Register.
1. Choose your project in the Project Selector at the top of the page.
Click the Documents button on the Module Menu, and then under Search, click Document
Register.
4. Select the checkbox of each document you want to include in the report.
11. Click the Temporary File button to go to Temporary Files and search for your report. The
report name includes the date and time the report was generated and is in the format
ExportDocumentTransmittalHistory-DDMMYYYY_HH-MM. xls where YYYY is the Year, MM
is Month, DD is Day, HH is Hour and MM is Minutes.
Tip: The Transmittal History by Organization report is based on revision number. Revision numbers
need to be updated when a document is superseded for this report to work successfully.
1. Choose your project in the Project Selector at the top of the page.
Click the Documents button on the Module Menu, and then under Search, click Document
Register.
4. Select the checkbox of each document you want to include in the report.
10. Click the Temporary File button to go to Temporary Files and search for your report. The
report name includes the date and time the report was generated and is in the format Export-
DDMMYYYY_HH-MM. xls where YYYY is the Year, MM is Month, DD is Day, HH is Hour and
MM is Minutes..
1. Choose your project in the Project Selector at the top of the page.
Click the Documents button on the Module Menu, and then under Search, click Document
Register.
4. Click the Add/Remove Columns button to change the report columns as required.
o To remove columns, double-click on the column name in the Selected Columns list.
o To add columns, double-click on the column name in the Available Columns list.
o To change column order - click on the column name in the Selected Columns list,
and click the up and down arrow buttons to move the column in the list.
5. Select the checkbox of each document you want to include in the report.
8. Click the Temporary File button to go to Temporary Files and search for your report. The
report name includes the date and time the report was generated and is in the format
ExportDocs- DDMMYYYY_HH-MM. xls where YYYY is the Year, MM is Month, DD is Day,
HH is Hour and MM is Minutes.
4.8 Upload multiple documents and move them into the Document Register
Use Multi File Upload to upload files from your computer or your local network into Aconex.
1. Choose your project from the Project Selector at the top of the page.
2. Click Documents.
6. Drag and drop your files into the field, or click on Choose Files to select them from your machine.
7. You'll see a list of the files you've added. You can add more, or, if you're happy, click the Start
Upload button. A progress bar shows the status of your upload.
8. Click View files uploaded by me today. You’ll see your uploaded documents appear in
the Temporary Files tab. You can work on the documents here before registering them to your
project.
10. You’ll see the Move to Register page. This lets you update the document data. You can add data
to the fields for individual documents by scrolling across the page.
11. To apply the same data to multiple documents, click the View Copy-To Panel button. The Copy-
To panel lets you enter your document data in a single view, and apply it to all the documents in
your list, or just the ones you select.
You can apply the same data to a group of documents, then edit individual fields for specific
documents as you need to.
12. Once you’ve added the relevant data for the documents you want to register, click
the Submit button at the page’s top-right to move them into the project’s Document Register.
If you’re working with large numbers of documents, the easiest way to upload and supersede them in
the Document Register is to use a metadata file.
Here's how it works:
1. Click Documents
4. Fill in the Title field to give your job a name. This way, you'll be able to find it easily if you come
back to complete the job later. It will also make relevant document reports more meaningful.
4.9.2 Enter the details for your updated documents in the metadata file
To make this easier, you can cut and paste information from other systems such as CAD systems if
you like.
Keep in mind that the information in your metadata file will overwrite any information that’s recorded
against the documents in the Document Register.
2. Complete all the mandatory fields. They're shown in bold in your file.
3. In the File field, enter the full name of the document file, including the attachment type. For
example, CRJGR-ACX00-DD-INF-S3.0-CNS-EWK-10001(00).pdf
4. Complete as many of the other fields in the template as you need to.
5. Double-check that you've recorded the correct document numbers in your metadata template. If
the revision number or letter for a given document in your metadata file is higher than the revision
that's stored in Aconex, the system can supersede the document for you when you run this bulk
process.
6. Save your metadata file in CSV file format. To save an Excel file as CSV, click File > Save
As and use the Format selector to choose CSV.
At the end of either upload process, you’ll see a confirmation that files are available in
your Temporary Files area.
2. In the Title field, give your bulk processing job a name. This way, you’ll be able to come back and
complete this task later if you're interrupted.
5. Click Browse.
7. Click Attach.
You can make changes to the default bulk processing rules if you need to, by clicking on
the Rules button. In most cases you won’t need to change the defaults. If you're only superseding
documents, however, you may want to select the Supersede Documents Only rule.
Rule Description
Processing mode
Supersede Documents
If a matching number does not exist, an error is logged.
Only
If an error occurs
Skip and continue the Does not process the document that caused the error, and continues
run (default) the bulk process.
Does not process the document that caused the error, and stops the
Abort the run at this row
bulk process.
Removes the details of this job — the title, metadata file, error log and
Automatically clean up
any rules configured. It doesn't affect the documents or their event log
details of this run
history.
Now that you have set up and tested everything, you can run the bulk processing job.
4. Check that Okay is recorded against all documents in the Results column.
Have you transmitted the document to other organizations? If you want to hide the document from
their document registers as well, send a transmittal to update the status to these organizations.
1. Click the Documents button on the Module Menu, and then under Search, click Document
Register
4. Click the checkbox of each document that you want to mark as no longer in use
Has someone made an error with the document? For example, if someone has uploaded the wrong
file. Then, don't mark the document as no longer in use. You can fix the error by superseding the
document with the correct file or document information. Add in a comment about why the document
was superseded.
• You can't restore a document to current once you have marked it as no longer in use
Tip:
No Workflows button? The Workflows module is not available to all projects. Please contact your Org
Admin if you need the Workflows module.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Create New, click Template.
3. Enter any notes that you want to go to all reviewers when the documents are transmitted to
them in the Workflow Note field. This will be displayed on screen for each reviewer and in
the workflow transmittal.
5. Under Initiator Options, select the checkbox of each action you want to be available to the
workflow initiator.
8. In the Final Transmittal field, add the names of any people you want to have copied in on the
workflow’s final transmittal.
You can:
o Click the Save To Draft button, or
Tips:
• You can’t add steps to an active template.
• Each step name must be unique within the template.
3. Drag and drop each new step into the desired position in the workflow. You can create serial
or parallel steps as required.
Tips:
• Each step name must be unique within the template.
• You can edit the steps in an active workflow template, but workflows in progress will not
change.
3. Click on the arrow icon within the step to enter the step properties.
6. Click on the arrow icon after a step to change the step’s completion rules from the default
values for this template, if required. Please note: These rules apply to all parallel steps in the
group.
Completion Rule – choose the rule that determines if this step is complete. This field only
appears for parallel steps.
If Rejected – choose what happens after this step for a rejection outcome.
7. Enter a step duration for the step in the Duration row, as required. The default step duration
is one day.
2. On the New Template or Edit Workflow Template page, scroll down to the Template
Builder.
3. Click the Delete Step icon of the step you want to delete.
You need to activate a draft workflow template before it can be used to create workflows. You can’t
add or remove steps in active templates.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Search, click Templates.
The workflow is active once a confirmation has displayed, saying Template activated
successfully.
You can save time by copying a similar existing workflow template and making any needed changes
to create a new template.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Search, click Templates.
Click the required tab for the status of the existing template you want to copy.
7. You can:
o Click the Save To Draft button, or
o Click the Activate button to save your changes and activate the template.
Tips:
• Template copies will be saved to the Drafts folder of the Workflows module for the selected
project.
• You can select multiple workflow templates to copy to another project.
• Participants and attributes are not copied over with a workflow template when copying to
another project.
Choose the project you want to copy templates from in the Project Selector at the top of the
page.
Click Workflows from the Module Menu, and then under Search, click Templates.
5. Choose the project you want to copy this template from the Project list.
A message confirms that the template was successfully copied to the selected project.
Tip:
You can use wildcards and Boolean operators in Workflow searches.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Search, click Workflows.
Tip:
The number of documents currently in a workflow step is displayed next to the name of the step.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Search, click Workflows.
5. Click the workflow step name to view the search results for documents currently at that step.
The number of documents at the step is shown after the step name.
Tips:
• You can only generate a standard report for a specific workflow template.
• When generating a report, you can only choose from workflow templates that have been used
to start a workflow.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Search, click Workflows.
4. Click the Reports button and choose one of the following options:
o Report 1 – Doc Review Status– Provides a report on all document metadata, and
details for each step including the organization, action, comments and overall status.
o Export to Excel – Exports all the fields in the search results to an Excel spreadsheet.
The table below explains what the different statuses tell you
Step status Definition
Completed The step has been done.
Current The step is in progress with you.
Forecast The next step in the workflow requires your input.
Skipped The step has been skipped.
Terminated The workflow has been ended.
Overdue The step hasn't been completed by the step completion date. It's late.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Search, click Workflows.
4. Select the checkbox for each document you want move to the next workflow step.
5. Click the Initiator Tools button for the workflow step, and click Skip Step.
6. Enter the reason for skipping this step, and then click the OK button.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Search, click Workflows.
4. Select the checkbox for each document you want to assign to a different person, either in your
organization or other organization.
5. Click the Initiator Tools button for the workflow step, and click Reassign.
1. Choose your project from the Project Selector at the top of the page.
Click Workflows from the Module Menu, and then under Search, click Workflows.
5. Click the Initiator Tools button for the workflow step, and click Terminate.
6. Enter the reason for terminating this document, and then click the OK button.
You can attach supplementary files, from your computer or the register, to a workflow to assist
participants with their review. These files are not submitted for review themselves.
Only active templates are listed for you to choose from when submitting documents into a workflow.
Tip: Some templates won't allow you to edit workflow steps. Contact the template creator for
assistance.
1. Choose your project in the Project Selector at the top of the screen.
Click the Documents button on the Module Menu, and then under Search, click Document
Register.
2. Complete one or more search criteria fields. Click the Search button.
3. Select the checkbox of each document you want to submit into the workflow.
5. Check that the correct documents are attached for review. You can click the:
o Add Documents button – to add more documents to the workflow from the document
register.
o Trash icon – to remove a document from the workflow.
o File icon – to open a document.
7. Click the Next button to move to the next step in the Workflow wizard, 2 Select Workflow
Template.
9. Click the Next button to move to the next step in the Workflow wizard, 3 View and Edit
Workflow Settings.
11. Enter any workflow instructions into the Workflow Note field. This information is visible to all
participants when reviewing documents in the workflow.
You can attach supplementary files, from your computer or the register, to a workflow to assist
participants with their review. These files are not submitted for review themselves.
Only active templates are listed for you to choose from when submitting documents into a workflow.
Tip: Some templates won't allow you to edit workflow steps. Contact the template creator for
assistance.
1. Find and open the transmittal. See Opening a Document Transmittal or Searching Project
Mail.
3. Click Start a Workflow. The Start Workflow Wizard page displays at 1. Select Documents.
6. Click the Next button to move to the next step in the Workflow wizard, 2 Select Workflow
Template.
8. Click the Next button to move to the next step in the Workflow wizard, 3 View and Edit
Workflow Settings.
1. Select your project from the Project Selector at the top of the page.
Click the Tasks button on the Module Menu, and under View, choose My Tasks.
2. If required, click the Documents title bar to expand the Documents list.
3. If required, click on the Awaiting Your Review title to expand the list.
4. Click the workflow number to open the step. The Documents for Review page is opened.
Tip: You will also get a notification email from which you can open the Workflow Transmittal (if you
have email notifications activated).
1. Choose your project in the Project Selector at the top of the page.
Click the Tasks button from the Module Menu, and then under View, click My Tasks.
6. Click the Actions button and choose Review Documents. The Documents for Review page
is opened.
You can complete the workflow step for a document, or just save your review changes to complete
later.
3. To save your changes without completing the workflow step, click the Save And Continue
button.
Tip:
You can also apply markup to multiple documents in a workflow with this procedure. See Applying
markup to multiple documents.
2. Select the checkboxes of each document you want to apply this bulk review to.
4. Select the status for this step in the Review Outcome list.
7. Click OK button.
8. To save your changes, but not submit your review, click the Save and Continue button.
o Complete the workflow step for the selected documents, click the Submit Selected
Documents button.
1. Open the workflow step. See Opening a Workflow Task from the My Tasks page.
a. Find the file you want to replace in the workflow, and click its paperclip icon
d. Browse to the location of the file you want to attach, and click the Open button.
c. Select the checkbox of the document you want to attach, and click the OK button.
3. To save your changes without completing the workflow step, click the Save And Continue
button.
b. Select the outcome of this review step in the Review Outcome list.
c. Type any comments regarding your review in the Comments field, if required
Tip: Markup files can be divided into layers with each layer having its own unique name. You can
create, name and colour layers to organize your work.
2. Click either the Document Number or the Markup icon (the eye icon) to open the document
in Doc Mode where you can view the document and add markups.
4. Open the Notes panel at the right to view all existing markups and their full thread of
comments.
5. To save your review changes without completing the workflow step, click the Save button
7. To save your review changes without completing the workflow step, click the Save And
Continue button.
a. Select the checkbox of each document you want to complete the workflow step for.
b. Select the outcome of this review step in the Review Outcome list.
c. Type any comments regarding your review in the Comments field, if required.
1. Open a workflow task. See Open the workflow step from the My Tasks page
4. Find and select the user you want to delegate this review to in the with field.