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Reviewing documents using the Ideagen Please Review integration
Who is this article for?
Users looking to send a draft document to Ideagen Please Review for collaborative review.
No special access or permissions are required.
This article outlines the steps to using the integration to review a draft document in Ideagen Quality Management. Steps for using the Single Sign-On variant of the integration are contained in the Legacy integration tab.
Reviewing a document
To review a document, you need to first send it using the integration. When you send a document, the file will not be downloaded to your computer. Instead, it will be sent directly to Ideagen Please Review in a new browser window, where it can be reviewed and sent back to Ideagen Quality Management when done.
To send a document using the integration:
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Select a draft document with an embedded attachment.
Only Word (doc/docx) and Adobe (pdf) files are supported. - Open the Action menu.
- Select Check Out.
- Enter a check out Reason.
- Choose Checkout to PleaseReview.
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Click Check Out.
You will be redirected to the Ideagen Please Review login page.
- Select your Ideagen Quality Management database.
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Log in with your Ideagen Quality Management credentials.
This step will be skipped if you're using the SSO integration variant. - Create the review.
-
Complete the review
in Ideagen Please Review.
Closing or completing the review will send the document with comments back to Ideagen Quality Management. - Go back to Ideagen Quality Management.
- Click Undo Check Out to release the document lock.
- Continue with the next revision cycle.
Note
The Checkout to PleaseReview option is available in the Web client only. There is no equivalent action in the Windows client.
Reviewing a document
To review a document in the embedded view, follow the steps in our article on creating reviews using the integration.
