Send a Document for Review

Once a document has been finalized, it may be submitted for review within AnovaOS™. During this process, a reviewer must be selected from registered users within the relevant organization or institution. The reviewer will then assess the document and provide either approval or rejection, together with any applicable feedback. To send a document for review:

1. Locate the required document within the document registry.
2. Select the three dots adjacent to the document to open the action menu.
3. Choose ‘Submit’.
4. The document will then be marked as submitted within the document management solution.
5. Select the document title to open the document page.
6. Select the ‘Actions’ button located in the top-right corner of the page.
7. Choose ‘Send for Review’ from the drop-down menu.
8. In the panel that appears, complete the required review details, including:

• Organization
• Review recipient
• Review due date

9. Select ‘Send for Review’ to confirm submission. The document will then appear in the reviewer’s inbox, where it can be reviewed and returned with approval status and feedback where applicable.

Send a Document for Approval

Once a document has completed the review stage and the content has been finalized, it may be submitted for approval. Approval confirms that the document is authorized for official use within the study. To send a document for approval:

1. Locate the required document within the document registry. The document should have completed the review stage prior to approval submission.
2. Select the ‘Actions’ button located in the top-right corner of the document page.
3. Choose ‘Send for Approval’ from the available options.
4. In the approval window, complete the required information, including:

• Organization
• Approval recipients (selected from registered AnovaOS™ users within the chosen organization)
• Approval request comments (optional)
• Approval due date

5. Once all details have been completed, select ‘Send for Approval’.
6. The document will then be sent to the selected approvers and will appear in their AnovaOS™ inbox for review and approval.
7. Once all assigned approvers have approved the document, the document status will automatically update to ‘Approved’.

Send a Document for Signature

Once a document has been through the process of review and approval, it will need to be sent for signature as the final step to finalize the document for use. A document can be sent for signature within the AnovaOS Document Management Solution. To send a document for signature:

1. Identify the document of interest and select the title to open the document.
2. In the top right corner of the open document page, use the drop-down menu under the ‘actions’ button to ‘Send for eSignature’
3. This will open a page where the user will need to provide details about the personnel who will sign off on the document. This includes:

• The Organization
• The Signer’s names
• Additional comments
• A due date by which all signers must have signed the document by

4. Once all information has been provided, select ‘Next’
5. The user will be asked to confirm that the document may be sent for eSignature, if this is the case, select ‘Send for eSignature’