Course Outline
Review
Review
Documents can be set for review when an employee wants to view documents from specific suppliers, etc. but their approval isn’t required before a document is uploaded to your accounts package
When do you use Document Review?
When approval isn’t required by a specific employee for a document to be uploaded.
Review allows specific employees to overview documents for a supplier without having to sign off on them
How to Review a Document?
Click on the Review tile on the Dashboard. There are two methods to move documents from the review folder:
Click on the Eye Icon on the review landing page.
Or Select the Page Icon to view the document, review the document to ensure that there are no issues and then select the Eye Icon. Users can also put the document on hold or leave a comment for another member of staff if necessary.