Pre-requisites:

You can create new review comments on a file revision to collaborate with other users on that particular project. Review comments created can be viewed and replied to by other project users having access to it.

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.

Follow the steps to open the required file in the viewer (on which a new review is to be created). Next, click the icon at the top right then click the icon at the top right to create a new review.

A layered page appears with the title 'New Review'. To hide this layered page, you can click the icon. To see the layered page again (which is hidden), click the icon.

To maximize the layered page, click the icon at the top right. Once maximized, to switch back the layered page to its original size, click the icon at the top right.

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

1. To - Click in the 'To' box to see a dropdown list of project users, distribution groups, roles, and 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, or organisation 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, and organizations will start appearing in the 'To' field. You can click on each of the recipients (selected users, distribution groups, roles, or organizations) to see relevant details as well as view or edit task details for each of the recipients.

By default, the 'For Information' task associates with all the users added in the 'To' textbox. To change the task, click the name of the specific user, distribution group, role, or organization for whom the task needs to be changed then select a different task from the dropdown. Next, select an expected date to complete that task from a calendar by clicking the 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 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 colour and an email notification won't be sent. Please note 'To' field is mandatory to fill.

To close the dropdown list once you have selected recipients and task details, click the 'Close' option at the 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 - These status options can be edited and managed under file statuses on the project.

4. Title - Enter the 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 behaviour would depend on your project settings (for 'File Reviews / Model Comments default').

6. Comment - Enter a comment under the new 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 the 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 the previous screen.