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Periodic Reviews

eSign Documents supports Periodic scheduled document reviews.

Upcoming Reviews

The Periodic Review report displays the documents that have periodic reviews upcoming. See Document Reports

Periodic Review Reminders

eSign will automatically notify Document Owners of upcoming Periodic Reviews via email. Weekly digest emails are sent to each owner that has any documents due within the next 30 days.

Completing Reviews

Complete Periodic Reviews from the Document Management dialog > Release panel. Optionally record review comments or references and adjust the next review date.

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Record a Periodic Review completion with comment and set the next review date

Configuration

Periodic Review scheduled intervals are configurable per document type in Space Settings.