Review a document

If you are requested to review documents for a meeting agenda item you will receive an email. The review request will also appear in your Flows view

  1. Select the link in the email and sign in to Diligent Data Room or sign in to Diligent Data Room, select Flows in the navigation panel, and select the corresponding Flow tile.

  2. Select the name of the document that you want to view.

    1. The view switches to the storage location of the document in the data room, and the document is opened in a secure document viewer.

    2. If your access to the document is unrestricted, you can also download the original document via the download icon of the viewer. Depending on the file format, you may also be able to add private annotations to the document using secure document viewer. For more information, go to View or annotate a document .

    3. Note

    Whether a document is opened in the secure document viewer depends on its file type. Supported file types are .DOC, .DOCX, .DOCM, .DOTM, .XLS, .XLSX, .XLSM, .XLTX, .XLTM, .PPT, .PPTX, .PPS, .PPSX, .PPTM, .POTX, .POTM, .PDF, .ODT, .ODS, .ODP, .JPEG, .JPG, .PNG, .GIF, .TXT, and .RTF.

  3. After reviewing the document, close the document viewer to return to the Flow.

    1. To accept a document, select the toggle switch next to the document name so that it switches to Accept.

    2. To reject a document, leave the toggle switch next to the document name in the Reject setting.

    4. If there are several documents and you have changed all toggle switches to Accept, the Accept button for the whole document delivery becomes available.

  4. Select the Accept or Reject button for the document delivery depending on your previous choices.

    • If you have rejected the delivery, the contributor will be automatically asked to update the documents.

    • To explain your choice, type a message in the chat box at the bottom of the screen, and select ENTER. For more information, go to Use the chat feature.

    • You cannot update or change the rejected documents yourself. This must be done by the contributor who delivered them.

    • If you have accepted the document delivery, a notification is sent to the people who asked for the delivery, and the next steps can be taken.