The system currently offers three different ways to perform a Draft Review: Annotation on Screen, Sequential Reviews on Local Device, and Online Collaborative Editing. This article will explore the details of the Annotation on Screen option.
This option allows users to directly annotate PDFs within the ZenQMS platform. Reviewers can add comments, highlights, and other markups directly to the document, providing clear and visual feedback.
Annotate on Screen
Click 'launch draft review' at the document level.
The third option listed is for annotating on screen. Click on this option. Add the reviewers from the dropdown that you would like to perform this review.
Click 'launch draft review' when ready.
All selected reviewers will receive an alert on their dashboard under 'Signatures Needed', where they will need to click the center of the donut chart. They can then navigate to the draft review from their dashboard by clicking the document's hyperlinked key ID.
After clicking on the document key id from the dashboard, the draft review window will open. Apply the markups or comments and, when finished, click 'submit'.
Each reviewer selected will follow the same process to complete the draft review. Once all chosen users have submitted their markups or comments, the document will change to a 'reviewed' state.
The document author can review all markups and comments left on the draft by clicking the 'reviews and suggested edits' icon at the document level, make the changes to the file, and send the document off for approval.