Reviewing Supplementary Materials

Any of the following types of information may be available to review in a document:

• Attachments: A document owner can attach any number of files to a document.
• Links: These can be links to other PolicyTech™ documents and to websites.
• Notes: A document owner has the option of writing notes during certain steps of the document creation process.
• Discussions: Those involved with document creation, review, and approval can start discussions with others assigned to the document and with any user. As a reader, you can also start a discussion with the document owner and document control administrator.
• Changes Summary: A document owner has the option of describing changes in the document when submitting it for review or approval.

You can access most of these items using the Please Review pop-up menu. If a document contains an attachment, note, discussion, or change summary, the Please Review pop-up menu is displayed when you open the document, as shown in the screenshot below.

Screenshot...

This and other ways to access supplementary materials are described in the topics below.

Reviewing Attachments and Links

Reviewing Notes

Reviewing Discussions

Reviewing the Changes Summary

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