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Documentation
Last Updated: 2025-10-03
Review Workflow Tickets

Review Workflow Tickets

Set up an intake form.
In the
Review
 stage, reviewers assess and approve documents in the workflow. The review coordinator manages this stage, overseeing review phases and their criteria.
The review coordinator can reassign specific review steps and send reminders to reviewers to keep tasks moving forward.
Any workspace user or the ticket submitter can be the review coordinator.
The
Review
 stage comprises:
  • Phases: Sequential segments of the review process. When you complete 1 phase, Contract Management and Document Intelligence progresses to the next phase.
  • Criteria: In each phase, individuals perform tasks. Users can reassign these tasks as needed.
Reviewers complete the criteria assigned to them. The ticket submitter or any user in the workspace can serve as a reviewer.
  1. Click
    Workflow
    .
  2. On the
    Tickets
     tab, select a ticket from
    In-Progress
    .
  3. Click the name of the document.
    Contract Management and Document Intelligence opens the document in the Document Viewer.
  4. Click
    Download
    .
  5. Click
    Document Details
    .
  6. Click
    Assigned to me
     to view your specific steps.
    See Redline a Document for more information.
  7. Approve or reject the criteria.