Circulating documents for comment

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.

On 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.

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 select individual users: Click Add users. A new window containing user search options opens. Type a known name in the corresponding text box and press Enter or click Find users. If a matching user is found, their information appears above the text boxes and they are added to the Recipients list automatically. If not, modify your search text and try again. Repeat step 2 until all recipients have been added to the Recipients list. Click Close. 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.

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 select individual users:

Click Add users. A new window containing user search options opens.
Type a known name in the corresponding text box and press Enter or click Find users. If a matching user is found, their information appears above the text boxes and they are added to the Recipients list automatically. If not, modify your search text and try again.
Repeat step 2 until all recipients have been added to the Recipients list.
Click Close.

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.

To select specific users for individual documents or to specify a different deadline for each document:

Click Detailed configuration. The page refreshes to show the detailed circulation options.

To add more users to the circulation:

Select users as described for the Users property in the preceding table.

Click Update table. The page refreshes to show columns added for each additional user.

For each document in the circulation:

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.

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.


	BlueCielo Meridian Project Portal 2012 User's Guide \| BlueCielo ECM Solutions