Reviewing a Document
To access peer review on QuoteValet, follow these steps:
1. Click on the QuoteValet tab next to the Links tab in the Quote Workbook.
2. At the bottom of the page, you will see an option to view the peer review page for this quote on QuoteValet.com.
3. If the quote has not been submitted for peer review, the "View Peer Review" button will be grayed out.
Reviewers have two options for providing feedback on quotes.
- Reviewers can either make changes or comments directly via the email link, which opens the quote in QuoteWerks
- Reviewers can access the quote on QuoteValet.com and utilize the "Peer Review Mode."
In "Peer Review Mode," comments are threaded and users are notified via email. If QuoteValet is activated, users can access the quote in "Peer Review Mode" on QuoteValet.com.
All comments are displayed in a threaded format, showing each username and the time of their comment. Additionally, an email notification is sent to the user who created the quote whenever a comment is posted.
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