This section allows you to add reviewers who will access and review documents shared with them.

Steps:

  1. Log in to the system.
  2. From the Modules menu, click Reviewers.
  3. Click the Add Reviewer button. This is the blue button at the top of the page.
  4. Complete the form by entering the reviewer’s details:
    • Full Names: Enter the reviewer’s full name.
    • Email Address: Enter the reviewer’s email address.
    • Description: Enter a brief description of the reviewer, if applicable.

Click Submit to save the reviewer



Once you have added reviewers, you can use the Action menu and checkboxes to manage them.

Using the Action Menu

  1. Click the Action menu next to the reviewer.
  • You will see the following options:
    • View – View the reviewer’s details.
    • Edit – Make changes to the reviewer’s details.
    • Comment – Add a comment for the reviewer.
    • Attach Supporting Documents – Add documents that support or provide additional information for the reviewer.

Activating, Deactivating or Deleting a Reviewer

  1. Tick the checkbox next to the reviewer’s name.
  2. Select the action you want to perform:
    • Activate – Enables the reviewer to access and use the system.
    • Deactivate – Disables the reviewer’s access to the system.
    • Delete – Removes the reviewer from the system.
  1. Confirm the action, by clicking on Go