Who is this article for?

Users who need to check out Documents into PleaseReview.

Document Check In Out permissions are required.

If your organisation is using the PleaseReview integration, you can send draft Documents into your PleaseReview environment, where others can collaborate on it.

This article walks you through the process of checking out Documents into PleaseReview using the Web interface.

1. Checking out Documents

To check out the Document:

1. Access the Documents module.
2. Filter to Draft Documents.

3. Open a Document record.
4. Select Check Out from the menu.

5. Enter a check out Reason.
6. Select Check out to PleaseReview.
7. Click Check Out.

You will be taken to a new page for setting up the PleaseReview review details.

2. Updating review details

To update review details:

1. Enter a Title.
2. Add a Description.
3. Select a Review Type.
4. Set an End Date.
5. Click Next.

6. Confirm the right Document is attached
7. Click Next.

8. Add Reviewer(s).
9. Click Next.