Overview
This article explains you can set up document review reminders for documents (files/attachments) stored in your CMS. Through the File Manager, you can set up a reminder date and select an Administrator or Publisher as the reviewer.
Prerequisites
To use this feature, you must have purchased and enabled the Document Review Feature enabled for your website.
Instructions
In File Manager:
- Browse to the document you would like to set for review.
- Hover over the file and select the Document Review icon:
- From the Document Review window, complete Send a review reminder with a review reminder date, and select a Reviewer from the list of website administrators and publishers. Optionally, add any Additional email address(es) you want to send the review reminders to:
When adding more than one email address into Additional email address(es) separate them using a comma. - Select Save.
Outcome
Your document reminder has been set.
After the reminder has been set up, if the review date is not updated, reviewers will receive an email notification 90 days, 60 days, 30 days, and 7 days before the review date, as well as on the date of the review. Once the review date is inside the 90-day review window, the reviewer will also see an item to review within their My Tasks area of the Content Management System.
Related information
Updated