Finding and filtering Reviews
The Reviews page lets you find, filter, and manage all document Reviews in your account. You can view pending or completed Reviews, search by address or title reference, and sort results by any column.
How do I view different Review tabs?
The Reviews page has three tabs:
- Pending reviews: Documents assigned to you that are processing, ready for Review, or in progress.
- Closed reviews: Documents assigned to you that have been marked as complete.
- All reviews: All documents in your organisation, regardless of status or who they are assigned to.
How do I sort and filter Reviews?
The results within each tab can be organised:
- Sorting: Click on any header row within the table to toggle between ascending and descending order, organising the results based on your preference.
- Search Field: Utilise the search field to look for a Review by address, filename, or title reference. This search will filter the results within your current tab view.
What actions can I take from the table?
Each row in the table includes a dropdown menu with several options:
- Open: Access the Review for detailed viewing or action.
- Download Original: Allows you to download the original PDF document associated with the Review.
- Assign to User: Enables the reassignment of the Review to another user within your account.
- Mark as ready/closed: Change the status of the Review. Closed Reviews can be marked as ready, and ready Reviews can be marked as closed.
FAQ
How do I search for a specific Review?
Use the search bar to find Reviews by property address, title reference, or filename.
How do I find Reviews assigned to me?
Use the Pending reviews or Closed reviews tabs. These tabs only show documents assigned to you. Use the All reviews tab to see all documents in your organisation.
Can I see Reviews assigned to other users?
Yes, use the All reviews tab to see all documents in your organisation, including those assigned to other users.