Pre-requisites:

You can create new review comments on any of the file revisions accessible to you and collaborate with other users on the project. Review comments created can be viewed and replied to by its recipients and other users having access on 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 they can be reviewed separately. Please note any replies created on a review comment won't have a separate status.

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

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

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

1. To - Click in 'To' box to see a dropdown list of 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 required, type in the initial characters of the user's name / name of distribution group / role name / 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 of the recipients (selected users / distribution groups / roles / organizations) to see relevant details as well as view or edit task details for each of the recipients.

By default, 'For Information' task associates to all the users added in the 'To' textbox. To change the task, click on the name of specific user / distribution group / role / organization for whom the task needs to be changed then select a different task from dropdown. Next, select an expected date to complete that task from a calendar by clicking on icon. The icon is a switch option which 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 switch is on and email notification will be sent. If switch is turned off, the envelope icon would then show in grey color and email notification won't be sent.

Please note that 'To' field is mandatory to fill.

To close the dropdown list once you have selected recipients and task details, click on 'Close' option available at top left.

2. Review Disciplines - Select any one option to continue. 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 title text for the new review. This is a mandatory field.

5. Mark as Private - Turn on the switch to mark the review under creation as private. Else turn off the switch to mark the review under creation as private. Default behavior would 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 select name of that particular member wherever required from the suggested dropdown list. Type 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 also get a separate 'Read' task on the review.

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

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

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

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

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