Pre-requisites:

You can create new review comments on any file revisions accessible to you and collaborate with other users on the project. Review comments once created can be viewed and replied to by its recipients and other users having access to the file review including file publisher and folder administrator/s as applicable.

Since review comments are created for review purposes, every such comment created on a file revision can have a specific status based on which it can be reviewed separately. However, any replies created on a review comment won't have a status.

To start a new review, select the project folder under the 'Files' tab then select single or multiple files for which a new review will be created using the corresponding checkboxes. Now, right-click and select 'New' then 'Create Review'.

Alternatively, click the icon at the top right. Under the 'Files' section, select 'New' then 'Create Review'.

Below is a description of the different fields available while creating a new review:

1. To - Click the 'To' box to see a dropdown list of the project users / distribution groups / roles / organizations from which you can add recipient/s for distributing this review, by manually selecting their names using the corresponding checkboxes. If you need to, type in the initial characters of the user / distribution group / role / organization name to get auto-suggestions based on the same, then select the required names using the corresponding checkboxes. Accordingly, the selected users / distribution groups / roles / organizations will start appearing in the 'To' field. You can click on each recipient (selected users / distribution groups / roles / organizations) to see relevant details and view or edit task details for each recipient.

By default, the 'For Information' task associates with all the users added in the 'To' textbox. To change the task, click on the name of the specific user / distribution group / role / organization for whom the task needs to be changed then select a different task from the dropdown. Next, choose an expected date from a calendar to complete that task by clicking the icon.

The envelope icon is a switch option that helps you specify whether or not you need to send an email notification for each user who is being assigned a task selected as part of the distribution. A yellow envelope icon indicates that the switch is on and an email notification will be sent. If the switch is turned off, the envelope icon will then show in grey color and email notification won't be sent.

The 'To' field is mandatory to fill.

Once you have selected recipients and task details, click the 'Close' option at the top left to close the dropdown list.

2. Review Disciplines - Select any one option to continue. The options available by default are - Architect, Contractor, Electrician, Engineer, and Mechanic. These options can be edited and managed as configurable attributes on the project.

3. Suggested Status - Select a suggested status for this file review. These status options can be edited and managed under file statuses on the project.

4. Title - Enter the title text for a new review. This is a mandatory field.

5. Mark as Private - Turn on the switch to mark the review under creation as private. Otherwise, turn off the switch to mark the review under creation as private. The default behavior will depend on your project settings (for 'File Reviews / Model Comments default').

6. Comment - Enter a comment under the new review. You can specifically mention a project member in your review comment by typing '@' and then selecting the name of that particular member whenever you need it from the suggested dropdown list. Type in the initial characters, if there is a long list of project members to filter the list accordingly.

Such members will be added as recipients to the review automatically and will get a separate 'Read' task on the review.

To enter additional comments within the same review, click the 'Add Comment' option and follow the same steps.

To edit or delete a saved comment created on the review, click the icon or icon corresponding to the comment as applicable.

Once done entering all comments as needed for the review, click 'Submit'.

Otherwise, click 'Save Draft' to edit and submit later. If you don't want to save any of the changes you made, click 'Cancel' to go back to the previous screen.

Click here to understand how to view file reviews once created.