If reviewers need to upload a file in addition to submitting a standard review form in the system, the best solution may be to activate the attachment section within a routing step.


Administrator View - Routing Steps Creation

When creating a routing step, directly below the Reviewer Instructions box, administrators can choose to add an attachment. 

Choose file button outlined in red

Choose a file from your computer. The title of the file will display once it's uploaded.

BLANK.docx file shows as uploaded.

Important Notes:
 - If the file is for informational purposes only, it is better to put that text in the Reviewer Instructions box instead.   
- The file is meant for reviewers to download, fill out, and then upload.
- If a file is uploaded in the routing step, reviewers assigned to that step will have to upload a file in order to submit their review.
- This functionality can be combined with any other routing step.
- If you don't have a template file to upload, you can put a placeholder document and then explain what they should upload in the Reviewer Instructions box.


Reviewer View

  • The attachment will appear above the main review form (The example here is an Approve/Do Not Approve step).
  • The "Please download below document..." instructions are hard coded and cannot be changed.
  • ANY file can be uploaded by the reviewer by clicking the Choose File button

Reviewer view of uploading a file in the review form.

Administrator View - Viewing Completed Reviews

  • The files reviewers attach as part of their review are visible in the Reviewers section if each submission (shown below).
  • They will also show in PDF packets downloaded from the system. View full instructions for that process here: Reviews in PDF Format

Administrator view of individual submission, with sample files outlined in red.

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.