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Submitting a Document or Questionnaire for Review

Important: These instructions apply only if the currently assigned template includes the Reviewers step.

It is time to submit a document or questionnaire for review when both of the following are true:

The document owner, the assigned proxy author (if any), and all assigned writers (if any) have finished writing the document/questionnaire.
The document/questionnaire has been assigned to one or more reviewers in the Properties Wizard.

Important: Only the document owner or an administrator can submit a document/questionnaire for review. If you wrote the document as a proxy author and are finished, see Requesting a Review (as a Proxy Author).

Once you submit a document/questionnaire for review, each assigned reviewer has the option to accept, revise, or decline the document or to accept or decline the questionnaire. As each reviewer acts on the document/questionnaire, you receive a notification email (if your email subscription settings include these types of notifications). When all reviewers have finished, you receive another email notification, and the document/questionnaire is sent to one of two places. If one or more reviewers revise or decline the document/questionnaire, it is sent back to Draft status. If all reviewers accept the document/questionnaire, it is automatically submitted for approval.

You can also check reviewer status from the Overview page (see Working with the Overview for details). To access the document/questionnaire while it is in Review status, see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire.

Note: Depending on your organization's policies and the type of document/questionnaire, you may not need to assign and submit the document/questionnaire to reviewers. If this is the case, move on to Submitting a Document for Approval. Also, because assigning reviewers is not a required Properties Wizard step, if the assigned template contains no required reviewers or does not include the Reviewers step, you can submit the document/questionnaire directly to approval.

Find and open the document or questionnaire in the Draft or Collaboration status (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire).
Do one of the following:

If the document/questionnaire is currently in Draft status, click Submit for Review.

If the document/questionnaire is currently in collaboration status, click Options, and then click Submit for Review.

Notes:

If the currently assigned template does not include the Reviewers step, the Submit to Reviewers step is not available.
As the document owner, you can make changes to the document (but not to a stand-alone questionnaire) even after submitting it for review. See Editing Document Content for details.

(Conditional) If the document/questionnaire has any assigned writers who have not finished yet, a window similar to the following is displayed. To skip any unfinished writers and submit the document/questionnaire for review, click OK.

(Optional) In the Submit for Review window, delete the default text—"New Document" or "New Version"—and then type the purpose of the new document/questionnaire or a summary of changes for the document's/questionnaire's new version. Any assigned reviewers, approvers, and assignees will be able to see your comments.

Note: If necessary, you, as the document owner, or an administrator can make changes to this change summary. See Editing a Change Summary for details.

(Optional) To add what you wrote to this document's/questionnaire's discussion board, click Post to Discussion Board (see Working with Discussions for details).
Click Submit.
In the Results window, click OK.

Note: If no reviewers have been assigned yet, you will see a window like the one below. Click Go there now, assign one or more reviewers, and then click Submit for Review again.