Administrators can now upload documents to Vaults for review without publishing them by using the new 'In Review' feature. This means that clients won't be able to see those documents until the administrator approves and publishes them. Also, no email notification will be send when using this feature.
This feature when enable is available only for your Administrative Users (Administrators or Representatives). Steps to Upload Documents for Review and Publish:
- Step 1: Click on 'Upload Documents for Review'
- Step 2: Choose the documents to be uploaded and their location
- Step 3: Once the administrator approves the 'IN REVIEW' documents, they can Publish them
Step 1: Select 'Upload Documents for Review'.
Go to the location you would like to add the documents for review. You can either go to the '+' button on the top right corner or right-click to find that option, then select the option Upload Documents for Review.
Step 2: Choose the documents to be uploaded.
If you are already under the Level 2 or sub-level folder, documents will start to upload to the location you are currently on. However, if you are in a Level 1 folder, the system will prompt you to choose a location, you can either select a Level 2 or create a new folder.
Once these documents are uploaded in the Level 2 folder, they will be labeled as 'IN REVIEW'. The 'IN REVIEW' documents can only be viewed by administrative users (admins or reps).
Step 3: Go to In-Review and click on Publish.
To see all the documents that are uploaded as 'IN REVIEW' for a Vault, please go to the 'In Review' tab on the left main menu. Irrespective of the location, all the documents labeled 'IN REVIEW' will show up. Users can Open all the documents from there or publish them.
Users can also publish document if they already know the location of the files. Select the 'IN REVIEW' documents that need to be published, go to the 'Actions' button on the top right, and click on 'Publish X documents'.