Review and approve files and manage reviews in ACC

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In the Autodesk Construction Cloud, the Reviews tool facilitates and automates the distribution of project files to project members,

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streamlining the review and approval process.

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Once a project administrator has created an approval workflow,

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assigned members can use it to initiate the review and approval of project files.

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Members designated as reviewers can then review and comment on the files,

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and members designated as approvers can give final approval for the files to be used.

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To initiate a review of project files, begin with your project open in ACC Docs and an approval workflow already created.

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In the navigation panel, select Reviews, then click Create review.

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In the Add Files dialog, expand your project directory and select the appropriate project files.

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Click Create.

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In the Submit for review dialog,

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expand the Approval workflow drop-down and select a predefined template—in this case, Region Review.

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Type a name for the review, then click Submit.

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In the Send email notification dialog, confirm the notification settings for reviewers.

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Optionally, you can choose to notify additional project members or include a message.

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Click Send.

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You can then review or approve files sent to you as part of that approval workflow.

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To explore the review and approval process, return to the Reviews tool, where you can see the reviews available to you.

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Click a review to open it.

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The review steps display at the top of the page, with the current step highlighted—here, Initial Review 1.

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You can also access the list of files for review.

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Simply click a file to open it.

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To begin reviewing files, click Start review.

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A confirmation dialog tells you that other reviewers cannot act unless you delegate the review.

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Again, click Start review.

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For each file, you can add Comments and Markups, as well as review Progress and Activity.

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Once you have finished, click Submit review.

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In the Submit review dialog, add a note, if needed, and then click Submit.

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The Send email notification dialog displays for the next step, Initial Review 2,

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and you can configure the options or add a note for the next set of reviewers.

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Click Send.

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Back on the review page, Initial Review 1 is marked complete, and Initial Review 2 is now highlighted.

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Click Start review and follow the same steps as for Initial Review 1.

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Proceed with the Final Review, and notice the added Review status column.

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After reviewing the files, expand this drop-down for each and select Approved, Rejected, or Approved w/comments.

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Once completed, click Submit review, and then Submit.

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Now, you see that each file with a Review status of Approved or Approved with comments is copied to a predefined folder location,

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based on the action defined in the current workflow.

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When a review is closed,

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project administrators and members with View/Upload permissions or higher can create a transmittal directly from the review.

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In the Reviews tool, click a review with a Closed status to open it.

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Select the files you wish to include in the transmittal, then click Transmittal.

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In the Create transmittal dialog, enter the relevant details, such as the Title and Recipients, and then click Create.

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Note that these transmittal files will not include markups or comments.

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During the review process, email notifications are sent to relevant participants based on the table shown here,

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and consistent with the following features:

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Project administrators can customize email notification settings by controlling who receives specific notifications within a project.

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Project members with Edit permissions or higher can customize their own email notification frequency settings

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for the tools they have access to.

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Members are not notified for actions that they perform.

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Candidate reviewers will not receive any email notifications;

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only reviewers who participate in a review will receive relevant email notifications.

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Now, you can use the Reviews tool to initiate a review of project files, provide feedback, and submit approvals,

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as well as manage the associated notifications during the review process.