In Content Review Stage
When a document is created, it has the lifecycle status of Draft and a version of 0.1. After the document is authored, the user can transition the document to the In Content Review lifecycle stage. In this stage, the regulatory content review is initiated.
The regulatory content review workflow initiates the following events:
- Turns on Track Changes for the document
- Applies a review watermark
- Updates any configured fields on the document content
- Increments the document to the next minor version
- Creates a review task for each of the users selected to review the document
- Sends an email notification to each of the users advising that the user has an assigned review task
To transition to the In Content Review stage:
- Open the document’s menu and select Change Lifecycle Status from the NextDocs ECB menu
- Enter the user ids of the proposed reviewers in the Reviewers textbox
- Click Start Workflow