Setting Up Review Collaboration

In order to use the review collaboration feature, the following configurations must be performed.

From the Portal Page, click the Administrator Tools tab.
In the Settings section, click Application Options.
Check the EnableDocumentCollaboration checkbox and click Action > Edit.
Click the drop down arrow in the Value field and select YES.
Click the Save button.

NOTE: The following objects (except Group which must be configured prior to using the collaboration feature) are provided with the application and can be used once steps 1-5 are completed. The steps below can be used to configure your own document collaboration review objects, if deemed necessary.

Create the following:

Object	Parameters
Document Status	Create a DRAFT status where: Status = DRAFT Primary Status = INWORKS For additional information on configuration, see Document Statuses.
Document Review Model	Create a Collaboration Review Model where: Code = Document Default Model - Collaboration Name = Document Default Model - Collaboration Document Status = DRAFT For additional information, see Document Review Models.
Document Review Model Schedule	Attach the following schedules to the Document Review Model: Collaboration Review Review Name = Collaboration Review Review Purpose = The purpose of this review is to collaborate on the document prior to sending for approval. Auto Close = Check (Yes) Application Status = DRAFT To Status = INWORKS Review Option = Required Document Approval Review Name = Document Approval Review Purpose = The purpose of this review is to approve the document for pre-release. Auto Close = Check (Yes) Application Status = INWORKS To Status = PRERELEASED Review Option = Required For additional information, see Document Review Models.
Document Type	Create a document type where: Type = COLLABORATION Description = Default Collaboration Document Type Administrator Role = ADMINISTRATOR Document Numbering Scheme = Document Numbering Change Request Numbering Scheme = Change Request Numbering Review Model = Document Default Model - Collaboration For additional information on configuration, see Document Types.
Group	The group provides the necessary authorization for collaboration and is user-centric. Create a collaboration group where: Group = COLLABORATION GROUP Name = COLLABORATION GROUP Then add a default role to that COLLABORATION GROUP where: Level = 1 Role = ADMINISTRATOR Preferred Actor Code = SMARTADMIN Substitute Option = Anyone Within Same Role Required = No Task = None For additional information on configuration, see Groups.