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Mark files for review

When you need the other party to review a document or file, mark it for review.

Who can do this?

LEADERS CONTRIBUTORS

Available in plans

FREE INVITEE STARTER PLUS ULTIMATE

How to mark a file for review

  1. Click on a file

  2. In the file details window, click the switch labeled “Request Review from …” .

  3. Close the window

  4. The file will be highlighted in yellow until your update has been shared with the other party. To share your review request, click Send Update.

Mark files for review - 1 - EN.png

How to mark files for review using right click

  1. Right-click on a file

  2. Select Ask for review.

Mark files for review - 2 - EN.png
  1. The file will be highlighted in yellow until your update has been shared with the other party. To share your review request, click Send Update.

💡 Tip

  • If a file inside a folder is marked for review the entire folder is flagged so that the other party can find the items for review more easily.

How to cancel review

  1. Right-click on a file

  2. Select cancel review.

Mark files for review - 3 - EN.png
  1. Your file is highlighted in yellow if you need to share your update with the other party. To share the files for which a review was requested, click Send Update.

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