Oracle Documents Cloud - PleaseReview Help

How to create a review

1. Check the document that requires reviewing, ensuring you have at least “Downloader” permission on it (see notes).
2. In the menu bar, click on “Create new PleaseReview”. This may be under the “More” dropdown.
3. The PleaseReview new review wizard will launch within Oracle Documents Cloud.
4. In “new review step 1”, enter in the review title, description and end date. Click “Next”.
5. In “new review step 2”, the review document will be automatically added to the review. Click “Next”.
6. In “new review step 3”, add each review participant by typing their name and pressing "Add". Click “Next”.
7. In “new review step 4”, set review options if desired. Click “Next”.
8. In “new review step 5”, click “Start Review”.
9. When the “new document review - done!” message appears, close the “Create new PleaseReview” window. All participants will then receive an e-mail inviting them to participate in the review.

Notes:

• Ensure the member “PleaseReview” also has “Contributor” permission on it.
• For information on how to create a review containing more than one document, please refer to the v6.1 integration manual.
• The review creation process must be completed within 15 of minutes of clicking on “Create new PleaseReview” before session timeout.

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