Prerequisites

Privileges

Privilege	Description
Can Create Review	Ensure to have the necessary access to Create a Review.

Project Setting

Project Setting	Description
Enable Comment Review	Ensure to enable comment Review in Project settings.

For more information, see Role Privileges and Their Impact.

Create a New Review on a File

A Review can be created on a File revision to collaborate with Project users. Project users with access to the Review can view and reply to Review comments.

Each comment added during a File revision review can have a separate status for individual Review and tracking. Replies to Review comments do not have a separate status.

Create a New Review

Open the required File in the viewer.
Select the aMessages icon in the top-right corner.
Select the Create Review+ or icon.
The New Review layered screen opens.

TIP: Click the icon to hide this layered page. Click the icon to see the layered page again (which is hidden).
Complete the required Review details.
- For more information, see New Review Field Description.
Click Submit.

TIP: Select Save Draft to save the Review in draft or select Cancel to cancel the Review.

NOTE: Select the Maximise/Minimise icon to adjust the layered screen.

New Review Field Description

Field	Description
To	Select project users, distribution groups, roles, or organisations for Review distribution. Search by entering the initial characters of a user name, distribution group, role, or organisation. Selected recipients appear in the To field. Select a recipient to view or edit task details. The To field is mandatory.
Review Disciplines	Select a review discipline. Default options include Architect, Contractor, Electrician, Engineer, and Mechanic. Review disciplines can be managed as configurable attributes in the project. For more information, see Define Configurable Attributes in a Project.
Suggested Status	Select the suggested status for the Review. Available statuses can be managed under project file statuses. For more information, see Define File Statuses in a Project.
Title	Enter a title for the Review. This field is mandatory.
Mark as Private	Marks the Review as private when enabled. The default setting depends on the project File Reviews / Model Comments default setting. For more information, see Add a Project - Project Settings.
Comment	Enter a comment for the Review. Additional comments can be added using Add Comment. Fore more information, see Comment Options Description.

Manage Review Distribution

The To field provides options for managing recipients, tasks, due dates, and email notifications.

Option / Action	Description
Task	For Information is selected by default for added recipients. Select a recipient to change the assigned task. For Information can be assigned without a due date. Other task types require a due date.
Due Date	Select the Calendar icon to set the task due date.
Email Notification	Select the email notification switch to enable or disable email notifications. A Yellow envelope indicates enabled notifications; a Grey envelope indicates disabled notifications.
Expand	Displays additional users within a selected distribution group, role, or organisation.
Recipient Object	Distribution groups, roles, and organisations remain as recipient objects when pre-populated for future distributions.
Add Task	Assigns an additional task to the same recipient or other selected recipients.
Remove	Removes a recipient from the distribution.
Show All	Displays the complete list of available users, distribution groups, roles, or organisations.
Header Controls	Applies the selected task, due date, or email notification setting to multiple selected recipients.
Clear	Removes all selected tasks, due dates, and email notification settings.
Close	Closes the recipient list.

NOTE: During File Review distribution, the selected task is distributed to individual project users with access to the File. For more information, see Understanding Tasks on Files or Placeholders.

Comment Options Description

The Comment section provides the following options:

Option	Description
No Comment	Saves the Review without entering a specific comment.
Attachment	Opens a layered screen for selecting and uploading external Files from the local device.
Association	Provides options to associate Files, Reviews, or apps with the Review comment. For more information, see Association Options Description.
Show Toolbar	Displays rich text formatting options above the comment box.
Save	Saves the Review comment.
Add Comment	Adds another comment within the same Review.

Association Options Description

The Association icon provides the following options:

Option	Description
Associate Files	Associates documents with the Review comment.
Associate Reviews	Associates other Review comments with the Review comment.
Associate Apps	Associates forms with the Review comment. (Not applicable in Asite for Architects)
Associate Markups	Associates markups with the Review comment.

Edit or Delete a Saved Comment

Hover over the required saved comment.
Select the Edit icon to modify the comment.
Select the Delete icon to remove the comment.

New Review Screen Options

The following options are available in the top-right corner of the New Review layered screen:

Option	Description
Minimise	Hides the layered screen while keeping the screen available for reopening.
Maximise	Expands the layered screen to full size.
Restore	Returns the maximised layered screen to the original size.

How can I Create a Review on a File in File Viewer