Understanding Reviews
Pipefile has two ways to review what your request recipients send you: checklist item reviews and file reviews. Checklist item reviews notify the recipient of your decisions and comments; file reviews are quiet markers that don't notify anyone.
Knowing which one to use helps you keep recipients informed when you need them to act, and keep track of your own progress when you don't.
Checklist item reviews
A checklist item review is a formal decision on one item in a request's checklist. Use it when you want the recipient to know where they stand and what's still needed.
For each checklist item, you can choose one of three review options:
- Approve - The item is complete and acceptable.
- Mark incomplete - The item has been started but still needs more from the recipient.
- Reject - The item doesn't meet your requirements and needs to be redone.
You can also add a comment to explain your decision or tell the recipient what to send next.
What happens after a checklist item review
- The recipient is notified. They receive a notification with your review (s) and any comments you added.
- Their checklist icons update. The next time the recipient views their checklist, they will clearly see what is still needed.
- Rejected and incomplete items reopen. Rejecting an item or marking it incomplete reopens it for the recipient. If the request was already complete, automated reminders start again.
Note: Review emails are batched. Pipefile waits 30 minutes before sending, so reviews you give close together arrive in a single email.
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Recipient's Request Homepage |
Recipient's Request Overview |
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File reviews
A file review is a quick accept (✓) or reject (✗) on an individual file. Use it to track which files you've checked without notifying the recipient.
You can review files in two places:
- The file preview window - Open a file and select the ✓ or ✗.
- The request dashboard - Select one or more files, then select the check or X that appears.
What happens after a file review
- No notification is sent. The recipient isn't told that a file was reviewed.
- The checklist doesn't change. A file review doesn't reopen a checklist item, so it doesn't restart automated reminders.
- The recipient sees it only in their request overview. If they open their request overview, they can see which files have been accepted (✓) or rejected (✗). It does not appear anywhere else for them.
Caution: Rejecting a signed form voids its signatures. The form will need to be signed again.
Tip: If you need the recipient to fix or resend something, use a checklist item review instead. A rejected file on on its own won't prompt them to act.
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Recipient's Request Homepage |
Recipient's Request Overview |
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Which review should I use?
Use a checklist item review when the recipient needs to know the outcome or status, for example:
- A document is missing pages, expired, or the wrong version.
- You want to confirmation sent to the recipient that an item is complete..
- You need to explain what to send next.
Use a file review when you're working through files for your own tracking, for example:
- Sorting through a large upload to mark what you've checked.
- Flagging files internally before making a final decision on the checklist item.
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Checklist item review | File Review |
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| What you review | A checklist item (1+ files) | An individual file |
| Options | Approve, mark incomplete, reject | ✓ (accept) or ✗ (reject) |
| Notifies the recipient | Yes (30 minute delay) | No |
| Updates automated reminders | Rejecting or marking incomplete reopens the item and restarts reminders | No |