Technology Training and Education

Use the Review Tracker

1. To open the Tracker do the following:

  • Go to the Comment pane > under the Review section > click on Track Reviews…

2.  In the menu on the left click on Latest Updates to see a summary page for updates on any review of forms you have sent out or are working on

 

Use Tracker for Reviews Sent by Email

1.  In the tracker, go to the menu on the left > below Reviews > in the Sent section > click on the PDF you sent for review via Email

2.  From here you can do the following:

  • Click on View Comments to see the PDF with all the comments that have been added by email response

  • Below Reviewers, click on Email All Reviewers to send another email to all the reviewers of this PDF

  • Click on Add Reviewers if you want to add another reviewer to the list of reviewers

  • In the box below that you can see the list of people are reviewing the PDF

3.  If you are finished with the review, select it in the menu on the left and lick on the Delete icon at the bottom of the menu

 

Use Tracker for Reviews Sent on a Server

1.  In the tracker, go to the menu on the left > below Reviews > in the Sent section > click on the PDF you sent for review on a server

2.  From here you can do the following:

  • Click on View Comments to see the PDF with all the comments that have been added

  • Click on Change Deadline if you want to change the deadline for the review

    • This will open a form to send an email to all the reviewers
    • The reviewers’ email addresses will be automatically added to the To… field
    • Click on Review Deadline to set a new deadline


    • If you wish you can change or add to the default Subject line and Message

    • Click Send

  • Click End Review if you want to finish the review now


  • Below Reviewers, click on Email All Reviewers to send another email to all the reviewers of this PDF

  • Click on Add Reviewers if you want to add another reviewer to the list of reviewers

  •  Click on Add Reviewers if you want to add another reviewer to the list of reviewers

  • In the box below that you can see the list of people that are reviewing the PDF
    • For each person you can see how many comments they have made

3.  If you are finished with the review, select it in the menu on the left and lick on the Delete icon at the bottom of the menu