---
title: "Review"
slug: "review"
updated: 2026-04-27T07:11:20Z
published: 2026-04-30T10:00:01Z
canonical: "documentation.encodify.com/review"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Review

## How to configure Review status

---

When using online proofing, you can enable an additional review feature that allows individually assigned reviewers to make a definitive decision (e.g., Approved or Rejected), enabling parallel approvals alongside traditional workflow processes. Each review process is linked to a specific file version.

To enable the review feature, follow these steps:

1. Navigate to **Site Configuration → Site Configuration → Modules**.
2. Click **Create Module**.
3. Set the **Type** to **Module**.
4. Specify a **Name** for the module (e.g., Client Reviewers).
5. Select a **Template** (e.g., Without Media Settings and Audit Fields).
6. Click **OK** to confirm the module creation.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/module-client-reviewers.png)

An image highlighting the creation of reviewers module

You will first need to create a status field to define each approval stage (e.g., Pending, Approved, Rejected). Follow these steps:

1. Navigate to **Site Configuration → {Module} → Field Definition.**
2. Click **New Field.**
3. Enter a **Field Name.**
4. Select **Status Field** from the **Field Type** dropdown.
5. Locate **Create**, then add each required status value, selecting **OK** to confirm.
6. Define whether a specific status value should be **pre-selected**.
7. Click **OK** to create the field

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/reviewers-status-field.png)

An image highlighting the creation of the status field

Next you will need to create a link to the parent module. Follow these steps:

1. Click **New Field**.
2. Enter a **Field Name**.
3. Select **Module** from the **Field Content** dropdown.
4. In the **Field Type** dropdown, select **Selectbox**.
5. Locate the **Module** field and select the parent module.
6. Within the **Module Field** dropdown, select the specific link field.
7. Click **OK** to create the field.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/reviews-parent-link-field.png)

An image highlighting the creation of module link to parent module (e.g. Jobs)

The next step will be to create a module link field to the user management module. Follow these steps:

1. Click **New Field.**
2. Enter a **Field Name** (e.g., Reviewers).
3. Select **Module** from the **Field Content** dropdown.
4. In the **Field Type** dropdown, select **Selectbox**.
5. Locate the **Module** field and select the **User Management** module.
6. Within the **Module Field** dropdown, select the field defining **Full Name**.
7. Click **OK** to create the field.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/reviewers-user-field.png)

An image highlighting the creation of module link to user management module

The last field you will need to create is a field to define the versions:

1. Click **New Field**.
2. Enter a **Field Name** (e.g., Version).
3. Ensure the **Field Type** dropdown is set to **Text Field**.
4. Click **OK** to create the field.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/reviewers-version-field.png)

An image highlighting the creation of version field

Now you have configured the module and associated fields. The final stage will be to configure the review functionality within proofing settings. Follow these steps:

1. Navigate to **Site Configuration → {Module} → Proofing and Comments**.
2. Click **Edit Settings**.
3. Locate the **Review** section.
4. Find the option **Enable Review** and ensure the checkbox is ticked.
5. Select **Review Module**
6. In the **Review Status Field**, choose the status options that will represent the approval stages (e.g., Pending, Approved, Rejected).
7. In the **User Field**, select the module link field to the **User Management** module, representing the assigned reviewer.
8. Specify the module link field which connects the inline module to the parent module within the **Review Link Field**.
9. In the **Review Version Field**, select the text field where the file proofing version will be specified. Ensure the version format matches the format defined in the module settings.
10. Click **Save** to apply the changes.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1743255654530.png)

An image highlighting the configuration of Review feature

## How to add a Reviewer

---

To initiate a review, create a dedicated item within the review module for each user who needs to make a decision for that specific version.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/add-reviewers.png)

An image highlighting two reviewers specified for version 1.00

## Making a Review Decision

---

Designated reviewers will see an additional status button in the proofing toolbar. Users who are not assigned as reviewers will not have access to this option. Once a reviewer has completed their assessment, they can select the button and set a specific status value. The chosen status will be instantly reflected in the corresponding review module.

![An image highlighting the reviewer status button for one of the invited reviewers](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/review process.png)

An image highlighting the reviewer status button for one of the invited reviewers

## Inviting Guest Users to Review Content

---

To allow guest users to review proofing content, the **Request to Review** **toggle**can be enabled in the **Share modal** when properly [configured in Guest User App](/v1/docs/configuring-the-guest-users-app#general-settings). By the time they are invited to proofing, review items in the Review module are automatically created for them.

![Share modal with Request to Review](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Request to Review in share modal.png)

Image displaying Share modal with Request to Review toggle enabled