Welcome > Set up Document Review > Document Review methods > Add a Document Review method

Add a Document Review method

Document Review methods are defined in the Project Settings, but used in class-specific validation rules. These methods are scripted instead of using the built-in logic available for non-scripted validation rules.

If you require a more detailed Document Review rule, you can add a Document Review scripted method that can later be used by a Document Review rule by following these steps:

  1. On the Project tab, in the Configuration group, select Project Settings Project Settings icon.
  2. Click the Document Review tab.

    The Document Review method settings are displayed.

  3. Click Add and type a descriptive name for the new Document Review method.
  4. Click OK.

    The Document Review Script Method Properties window is displayed.

  5. Select the desired Event Type from the list.
  6. Copy the Script Sample into your project script and update as necessary.
  7. Click Close.
  8. Optionally, click OK to close the Project Settings window.
  9. Save the changes to your project.