Circulating documents for comment

BlueCielo Project Portal 2017 User's Guide

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To circulate documents for comment:

Place the documents on the Clipboard that you want to circulate as described in Adding items to the Clipboard.
Open the Clipboard document list as described in Viewing the Clipboard contents.
In the ribbon, in the Collaboration group, click Circulation. A page showing the circulation options appears.
Click options or type values using the descriptions in the following table.
To select specific users for individual documents or to specify a different deadline for each document:
1. Click Detailed configuration. The page refreshes to show the detailed circulation options.
2. To add more users to the circulation:
  1. Select users as described for the Users property in the preceding table.
  2. Click Update table. The page refreshes to show columns added for each additional user.
3. For each document in the circulation:
  1. Select the checkbox for each user that you want to comment on that document. Clear the checkbox for each user that you do not want to comment, such as documents that are included for information only.
  2. Type a date in the Deadline column or click Date and select a date from the calendar that appears.
Click Preview circulation. A page appears showing the circulation options that you have set and the recipients that you have selected.
To change the options, click Detailed configuration and repeat steps 4 to 6.
To start the circulation, click Start circulation. The Circulations view appears showing the circulation added to your Outbox page.

Comment circulation options
Option	Description
Subject	The subject of the circulation message.
Message	The body of the circulation message.
Send by email	Sends a copy of the circulation message to the recipients by email.
Mass commenting	Select whether to allow recipients to comment on all of the documents in one operation.
Users	To add user names: Click Add users. The Find users page opens in a new browser window. Type text in at least one of the fields and click Find users. Wildcard characters are supported. Names are found using the OR operator. When the search has completed, a list of the users that match your search appears. Select the checkbox in the left column of each user that you want to accept. Repeat step 3 for each user that you want to find. When you are finished selecting users, click Close. The Find users page closes and the names of the users that you selected appear in the option field. To remove a user: Select the user name and click Remove users.
Deadline for comments	When comments should be completed. Type a date or click Date and click a date from the calendar that appears.