Review a PDF document

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Complete your document task by reviewing a PDF document. Send your review comments to one or more participants who are working on the document.

    Before you begin

    Role required: none

    Procedure

    1. Navigate to All > Self-service > Employee Center.
      Alternatively, you can complete your document tasks by navigating to Self-Service > My Document Tasks.
    2. Select the To-dos page.
    3. Select the document template task that is assigned to you.
    4. Click Review document.
    5. If you do not have any comments, click Approve.
    6. If you want to add a note in the document:
      1. In the Field Note field, add your comments. If you want to associate the comment to a specific field, select the value from the Field list.
      2. Click Add. You can edit or delete the note if required. You can also save your changes and review them again at any point in time.
    7. Click Send Notes.
      Review document
      The state of the document task is changed to Complete Rejected. Document tasks are reinitated for all the participants of the template.