Enable and start review workflow

To enable review:

1. Navigate to "Firm Settings" > "Firm Preferences".
2. Scroll down to "Control Workflow Defaults" and check the box next to "Enable Review Workflow for projects".
3. You can also choose if you want to make this review workflow mandatory for internal/external diligences.

To start a review workflow in a project:

1. Start review workflow process from within the Project by clicking “More Actions” > “Enable Review Workflow”
   
   
   
2. Click on "Start Review"
   
   
3. As a reviewer, you can review a section or a question in the "Questionnaire" tab
   
   
4. You can edit the response, review or send it back to the author
   
   
5. As a reviewer, you also have the ability to undo review within 4 minutes
   
6. If you have edited the response and tracked changes, you can see the changes if you click on the internal notes widget to the right of the question. You can accept/reject specific changes, or accept/reject all at once.
   
7. In the same pop-up window, you can leave specific comments to a word or a phrase by highlighting them and inserting your comment on the right.
   
8. If you have activated the review workflow accidentally, you can terminate/cancel the workflow by going to More Actions > Terminate Review. If you want to remove any pending reviews, you can click on 'Remove Pending Reviews'.
   

You can also refer to a short video here: