DocFort User Guide
How to Send Documents for Review
- Click on the ellipses (…) of the document that needs to be reviewed to reveal the action menu.
- Select the “Send for Review” button to begin the review workflow process.
- Fill in the fields that appear in the pop-up screen and Select reviewers.
The DocFort solution can only be accessed through Microsoft SharePoint. To access DocFort
Note: Selection of multiple reviewers is possible. However, reviewers must be selected in chronological order of how you want the review workflow to go.
- Cancel and add as many reviewers as possible.
- Click on the “Send” button to complete the process.
- Reviewers get email notifications of their request being needed for approvals.
See the image above for reference.
