Assign to Review Project

If you have appropriate rights, you can use Assign to Review Project to place documents into a Review Project. You must already have the project set up in order to place the documents into the correct stage and assign them to users, if applicable.

1. In the Results page, use the checkboxes to select your documents.

2. Expand the Other Actions menu and select Assign to Review Project.

3. Expand your project using the Plus sign (+) button.

4. Use the option buttons to assign the documents to a stage.  If the stage is set up to assign documents to particular users, you can select the user within the stage to assign the documents (the user must already be placed in the stage through the Review Module Administration).

5. Click Next and, if necessary, you can bulk update fields in the documents in the Copy to Project Wizard (see Update Fields for more information on using the Update menus).

6. If you’d like to include any additional information, you can do this at Notes.

8. Click Copy to Review Project.

9. Monitor the status at Jobs.