Juniper Websites: How do I review and update a document?

Overview

The following article explains how to review a file stored on your website and update its review date using the File Manager.

Prerequisites

To review a file you must be an administrator or publisher who has received a notification to review a file. 

This feature will only work if reminders are activated on your website. Contact us if you'd like to enable reminders.

Instructions

  1. Select the document from your task list.
  2. Follow the link to the document in the File Manager.
  3. Download the file to check if it needs to be updated.
  4. To update the file delete it from the File Manager and re-upload it.
  5. Hover over the file and select the Document Review icon:

    This opens the Document Review window:

    1. Select a Review Deadline Date.
    2. Select a Reviewer from the list of site administrators and publishers.
    3. 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.
    4. Select Save.
  6. Save the page (see Juniper Websites: What do the different save options mean? for further information).

Outcome

You have successfully reviewed the page attachment and set a reminder.

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

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