How to send OneView Document for Approval via Word
Overview In this article, you will learn how to send a OneView Document or records of a OneView Document for approval/review using Word. Who should read this? TopTeam Users …
Tag: Reviews
How to send OneView Document for Approval via Web
Overview In this article, you will learn how to send a OneView Document or records of a OneView Document for approval/review using TopTeam Web. Who should read this? TopTeam …
Review Package Lifecycle
Overview TopTeam authors can send review or approval requests to stakeholders in a project. Stakeholders can provide review verdict and return the request back to the requestor. When performing …
Approving Review Package records using TopTeam Web
Overview A Review Package includes records that are to be approved by a reviewer. An Approval Request is forwarded to reviewers using TopTeam Desktop App. A reviewer will approve …
Creating Approvals using Review Packages
Overview When you send a Review Package for approval, the approval request (review document) is sent to the selected reviewers in their approval inbox of TopTeam Web. Reviewers can …
Creating a Review Package using Review Package Wizard
Overview A Review Package includes records that are required to be approved by reviewers. An Approval Request is created and assigned to reviewers using TopTeam Desktop App. The reviewers …
Including Review Packages record type in a Project
Overview Before starting work on your project, you need to add (or include) a record type in the project. Review Packages is a record type. The purpose of a …
How to track reviews in a OneView Document
Overview If you have sent a OneView Document or records of a OneView Document for review to multiple reviewers and you want to know the review status, you can …
How to track review request progress of a Review Package
Overview You can track the progress of your review request sent for approval to reviewers (approvers) by using Review Package Explorer. This article describes how to track review request …
How to send an FYI Request
Overview You can send a For Your Information (FYI) Request to a reviewer of a Review Package. The reviewer can then comment on this request, if required. NOTE: Send …