---
title: Document Reviews
description: "How to record a review of a document, and add actions for any changes it needs. **Applies to:** document owners and users with a Document Management role that can edit records · **Module:** Document Management ## Review Purposes Every review…"
url: "https://support.symbiant.co.uk/kb/document-reviews/"
updated: "2026-10-30"
category: Document Management Basics
tags:
  - Add
  - Assign
  - Updating
---

# Document Reviews

How to record a review of a document, and add actions for any changes it needs.

**Applies to:** document owners and users with a Document Management role that can edit records · **Module:** Document Management

## Review Purposes

Every review has a **Review Purpose**, which states the outcome of the review. Admins manage the list in **Review Purpose** under Document Management in the menu. A typical list is **Annual Review**, **Changes Required** and **No Changes Required**. Your organisation can add automation to a purpose, for example moving the document's review date forward when a review is added.

[![Review Purpose list](https://support.symbiant.co.uk/wp-content/uploads/2026/10/document-reviews-01-purposes.png)](https://support.symbiant.co.uk/wp-content/uploads/2026/10/document-reviews-01-purposes.png)

## Adding a Review

1. Open the document from **Document Management** and click the **Reviews & Actions** tab.
2. Click **Add Reviews**.
3. Enter the **Review Details** and select the **Review Purpose**.

## Adding an Action

1. If the review needs work doing, click **Add Actions** inside the review.
2. Enter the **Action Details**, choose the **Assignees** and set a **Due Date**.

[![Review with a purpose and an action](https://support.symbiant.co.uk/wp-content/uploads/2026/10/document-reviews-02-add.png)](https://support.symbiant.co.uk/wp-content/uploads/2026/10/document-reviews-02-add.png)

1. Click **Save** (or the pencil icon to **Save and edit**). **Reviewed By** and **Date Added** are filled in, and the action keeps its **Original Due Date** even if the due date changes later.

[![Saved review and action](https://support.symbiant.co.uk/wp-content/uploads/2026/10/document-reviews-03-saved-v2.png)](https://support.symbiant.co.uk/wp-content/uploads/2026/10/document-reviews-03-saved-v2.png)

Assignees can post progress with **Add Action Progress Update** and tick **Implemented** when the work is done. Actions also appear in the **Actions** module, and reminder emails can be set up for due dates.

## Related articles

- [Document Revisions](https://support.symbiant.co.uk/kb/document-revisions/)
- [Adding a Document Record](https://support.symbiant.co.uk/kb/adding-a-document-record/)