1. Creating a Review Template

1.1. Video

1.2. Steps

1. In the Please Review review screen, click Create new template.

2. Alternatively, expand the navigation bar, select the Review drop-down, then click New Template.

3. Specify the review template details, such as Workgroup, Title, Description and Review Type.

4. Click Next to proceed.

5. Upload your document by dragging and dropping or clicking for the upload dialog.

6. Click Next to move onto the next step.

7. Add participants to the new Template. You can add additional roles or Distribution Lists in this screen.

8. Click Next.

9. Check the review and email options for the new Template. Click Save if you've adjusted any settings.

10. Click on the Subteams option to adjust any settings for participants of the Template. Click Save if any have been changed.

11. Once you have checked all the Review Options, click Next.

12. Verify the details of the Template, click Complete.

13. Once the template is generated, you have the option to start a review using the created template. To return to the Review screen, simply click Back to my reviews.

14. To view your new template, click the Templates tab in the review screen.

1. Creating a Review Template

1. Click new template in the Review tab on the left.

2. Specify the Template details.

3. Click Next to proceed.

4. Drag and drop your documents into the box provided.

5. Click Next to move onto the next step.

6. Add participants to the Template. Additionally, you can add roles such as Author and Contributor.

7. Click Next.

8. Choose the Review Options for the Template. Then click Save if you've made any changes.

9. Make any adjustments to Email Options in this screen. Then click Save.

10. Adjust any Subteams options in this screen, then click Save to save your changes.

11. Click Next.

12. Click Complete once you've reviewed the Template details.

13. To return to the Review screen, click Back to my reviews.