How to Upload a Document for Review

This document explains how to upload a DOC or DOCX document and start a review process. It also explains how to configure the request and select reviewers.

Upload a document for review

Your billing plan must include the Review feature. If your plan does not support Review, DocStudio shows the standard tariff limitation dialog.

You can start a review process directly from the Dashboard. Follow these steps to upload a document, configure the request, and add reviewers:

1. Open the Dashboard.

2. Click For review.

3. Add one DOC or DOCX file.

4. Check the selected file and click Next.

   • Check the Subject and change it if needed.

   • Enter a message for the reviewers if needed.

5. In Reviewers, select a DocStudio mailbox or enter an email address.

   • Repeat this step to add more reviewers.

Add at least one reviewer to enable Send for review.

1. Click Send for review.

DocStudio creates the review process and opens the document in the Review editor. You can also find the process on the Review page.

Each review process can contain one file. You can upload files with the .doc and .docx extensions.

Review request overview

• Subject — Check or edit the review subject.

• Message — Add an optional message for the reviewers.

• Reviewers — Select DocStudio mailboxes or enter email addresses to invite reviewers.

• Send for review — Start the review process and open the document in the Review editor.

• Back — Return to the document selection step.

• Close — Close the dialog without starting the review.

When you have the Initiator role, you can invite additional reviewers after the process starts, as described in Review Process Editor.

Related topics

• Review list page Overview

• Review Process Editor

• Dashboard Page Overview