Manage PDF reviews

After you locate a PDF review, you can open it, view or delete review comments, stop or restart a review, or delete the review from the Version Cue Workspace.

When you delete a review, Version Cue permanently removes the review comments. However, review comments for a PDF file are also deleted if you permanently delete the file itself from the Version Cue Workspace. Note that if you delete only a version of a PDF file from the workspace, the review comments for that version are deleted.

Locate PDF reviews

  1. Log in to the Version Cue Administration utility.
  2. Click the Version Cue CS2 Review link at the top of the page.
  3. Do one of the following:

    • If you don’t know the name of the PDF document under review, or want to view all active reviews, click Active Reviews on the Home tab. Alternatively, click the Documents tab and choose Active from the Review Status menu.

    • If you don’t know the name of the PDF document for which a review has been completed, or want to view all completed reviews, click Finished Reviews on the Home tab. Alternatively, click the Documents tab and choose Finished from the Review Status menu.

    • If you want to search for a PDF document that is under review or for which a review has been completed, click Search Documents on the Home tab, and choose search criteria from the Project Name, Review Status, and List Entries menus. To find a PDF document by its name, enter the name or part of it in the Document Name field. Click Search.

Open an active or completed PDF review

  1. Locate the active or completed review (see Manage PDF reviews).
  2. Click the PDF document name in the Document List, and then select any of the versions in the Document History list.

Stop a PDF review

  1. Locate the active review (see Manage PDF reviews).
  2. Click the PDF document name in the Document List.
  3. In the Document History list, select the active review and click Stop Review.

Restart a completed PDF review

  1. Locate the completed review (see Manage PDF reviews).
  2. Click the PDF document name in the Document List.
  3. In the Document History list, select the completed review and click Start Review. Adjust review settings as desired.
    Note: After you click Start Review, you see a series of screens that refer to starting, rather than restarting, a review. However, this procedure does restart the review of the existing document.

Delete a PDF review

  1. Locate the active or completed review (see Manage PDF reviews).
  2. Click the PDF document name in the Document List.
  3. In the Document History list, select a version and click Delete Review.
  4. When Version Cue prompts you to delete the review, click Delete.

Edit review settings

  1. Locate the active or completed review (see Manage PDF reviews).
  2. Click the PDF document name in the Document List.
  3. Select one of the versions in the Document History list, and click Edit Review Settings.
  4. Do any of the following:

    • To set or change an end date for the review, select Deadline, and then choose the end date from the Year, Month, and Day menus.

    • To let reviewers see each other’s comments, select Open under Review Mode. Select Private if you want reviewers to see only their own comments.

    • If you want to add or edit a description of the review, type the information in the Description box.

    • To add or remove reviewers, select or deselect the reviewers’ names in the Reviewers section (click the check box next to the Reviewers column heading to select or deselect all reviewers).

  5. Click Next.
  6. To send an email invitation to reviewers, select Send E-Mail Invitation, and then modify Mail Subject and Mail Message as desired. In the E-Mail Recipients section, choose reviewers you wish to invite by email.
  7. Click Save Review. If you chose to invite reviewers by email, Version Cue starts your email program and displays an email message addressed to the reviewers. This email includes a direct link to the document being reviewed. Confirm the contents of the review email, and send it.

Set viewing options in the Document List

You can filter the Document List on the Documents tab by doing one or more of the following:

  • To display only PDF documents in a specific project, choose that project from the Project menu.

  • To limit the number of documents displayed, choose an option from the List Entries menu (use the arrows to the right of the List Entries menu to view additional files).

  • To limit the list according to document name, enter part of a document name in the Document Name field and press Enter (Windows) or Return (Mac OS). (To view all files again, delete the text in the Document Name field and press Enter or Return.)

  • To sort the list by the entries in a column, click the column heading. (Click the heading again to reverse the sort order.)

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