Review List page Overview

This document explains how to find, filter, and open review processes on the Review page. It also describes review categories, list columns, sorting, pagination, and the empty state.

Open Review in the sidebar to view the review processes available to you. Use categories, filters, and search to find the process you need.

Your billing plan must include the Review feature. You also need the required mailbox permissions to open Review and use the available actions.

DocStudio keeps review processes separated from regular envelopes. You can find them only in Review, not in Mailbox.

Review categories

Use categories to quickly find the review processes you need. Categories group processes by status and your role in them.

All documents — all review processes you can access
Incoming — active processes that require your review
Outgoing — active review processes where you are the initiator
Completed — review processes with the Completed status
Rejected — review processes with the Rejected status

Accept review invitations

If you have several mailboxes and have not selected an auto-deposit mailbox for reviews, email invitations appear in the yellow block in Incoming.

Open the invitation or follow the link in the invitation email to choose a mailbox and accept it.
Select the mailbox you want to use for the review. If you have no mailbox available, create one on the invitation page.
To receive future review invitations automatically in this mailbox, select Assign this mailbox for all subsequent reviews.
Click Apply.

The document opens in the Review editor after you accept the invitation. You can also accept all pending invitations at once or select several invitations in the yellow block and accept them together.

Search and filter reviews

Use the search field to find a review process by its subject or envelope UUID. Use filters to narrow the results:

Status — select a status to view matching processes
Period — select a period to limit the results by date
Reviewers — select a reviewer to view processes that include this reviewer

Review list

Each row shows the details of a review process. Select the row to open the process in the Review editor. The list contains the following columns:

Subject — the review subject
Status — the current process status
Ready to sign — the number of reviewers who select Ready to sign and the total number of reviewers, for example, 3 of 5
Last update — the date and time of the latest activity in the process

DocStudio sorts the list by Last update and shows the most recent activity first. Use the pagination controls when the list contains several pages.