If you'd like reviewers to fill out a form as their review feedback, you can use the Document Upload routing step type. Administrators upload a blank or template review form that each reviewer then downloads, fills out, and submits as their review.


Administrator View of Routing Step Set Up

1. Under Routing Step Type, select Document Upload.

Admin view of routing steps creation page. Routing Step Type: Document Upload

2. Upload the template review form under the Add Attachment section. 

Choose file button highlighted by red outlined box.

3. Confirm the correct file was uploaded. Then edit the Label, Instructions, and/or Name of the file (if needed).
    Note: The Label field cannot be more than 45 characters (with spaces). 

Sample file (Review Form - BLANK.docx) is uploaded and linked. Edit Label, Edit Instructions, and Edit Name are highlighted by red outlined box.

Reviewer View

Download link alerts reviewer to the file, which they then upload using the Choose File button.

Reviewer view, with label: Review Form template. Instructions: Download file and then upload it once completed. Please include your last name in the file name. Upload file button directly below.

Administrator View of Completed Review 

Template file is above the reviewer box, and submitted forms are located in the Download Attachment column.

Application view of completed review. Download Attachment column under Routing Steps section, with file linked for admin to download.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.