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Submitting a Document for Review

It is time to submit the document to 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.
The document has been assigned to one or more reviewers in the Properties Wizard.

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

Once you submit a document for review, each assigned reviewer has the option to accept, revise, or decline the document in its current state. As each reviewer acts on the document, you receive a notification email. When all reviewers have finished, you receive another email notification, and the document is sent to one of two places. If one or more reviewers revise or decline the document, it is sent back to draft status. If all reviewers accept the document, it is automatically submitted for approval.

You can also check reviewer status from the document's Overview page (see Working with the Document Overview for details). To access the document while it is in review status, see Finding a Document in a Specific Status.

Note: Depending on your organization's policies and the type of document, you may not need to assign and submit the document 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, you can skip any assigned reviewers and submit the document directly to approval if needed.

To submit a document for review,

Find and open the document in the draft or collaboration status (see Finding and Opening a Document if you need help).
Do one of the following:

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

Important: As the document owner, you can make changes to the document even after submitting it for review. See Editing Document Content for details.

(Optional) If the document 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 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 or a summary of changes for the new version of the document. All assigned reviewers, approvers, and readers will be able to see your comments.

Note: If necessary, you, as the document owner, or a document control 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 discussion board, click Post to Discussion Board (see Working with Document Discussions for details).
Click Submit.
In the Results window, click OK. The document is automatically closed for you.

Note: If no reviewers have been assigned to the document, 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.