Adding and uploading supporting documents

You can upload files to use as supporting documents. Documents are uploaded to the review zone (See Understanding content repositories and review zones in Managed Review & Approval Solution Accelerator 9.5 Solution Guide .)

Supporting documents you upload are saved in their original format and available to users as attachments to the task. Supporting documents provide supplemental information for the review. You can specify supporting documents in the review template by using the <supporting_documents> element and <document> elements. There are two types of supporting documents. REF types are publicly accessible URLs. DOCUMENT types are documents that are uploaded to the review zone and a URI is used to reference it.

The following example shows a public URL that is used a reference supporting document and a document uploaded to the review zone:

<?xml version="1.0" encoding="UTF-8"?> 
<review_context xsi:schemaLocation="http://adobe.com/solutions/rca/reviewcontext" xmlns="http://adobe.com/solutions/rca/reviewcontext" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> 
... 
...  
 
<supporting_documents> 
    <document type="DOCUMENT" name="internalreviewguideles.pdf" content-type=""> 
        <uri>http://localhost:8080/contentspace/webdav/RCA/REVIEW_TEMPLATES/SUPPORTING_DOCUMENTS/Procedures001RT/internalreviewguideles.pdf</uri> 
<description>Internalguidelines</description> 
    </document> 
    <document type="REF" name="external.pdf" content-type=""> 
        <uri>http://wwww.adobe.com/Procedures/external.pdf</uri> 
<description>Internalguidelines</description> 
    </document> 
</supporting_documents> 
... 
... 
</review_context>

You can identify a list of supporting content by name or as a link. The supporting content can serve as a reference to reviewers or approvers while reviewing or approving the review content.

To add supporting documents to the review, complete the following steps:

  1. (Optional) Upload the supporting documents to the review zone and retrieve the uploaded location as an URI, the name of the upload document, and MIME type. (See Uploading supporting documents using the Flex API .)

  2. Nest the <supporting_documents> element under the <review_context> element.

  3. Nest a <document> element for each supporting document to add to the review.

  4. For the <document> element, set the name to the name of the document, set content-type to the MIME type, and set type attribute to a value of DOCUMENT if you upload a document. Set the type attribute to REF if it is an URL that you are providing.

  5. Nest a <uri> element under each <document> element and set the value to the URI of the document you uploaded in step 1 or an URL.

  6. (Optional) Nest a <description> element under the <document> element and set the value to describe the contents of the supporting document.

  7. For each <reminder> element, use the days_before_expiry attribute to specify when before the review ends to send the reminder (in days). Ensure the value you use is less than the value for the duration attribute and the duration_unit attribute is set to days in the <stage> element.

<?xml version="1.0" encoding="utf-8"?> 
<review_context xsi:schemaLocation="http://adobe.com/solutions/rca/reviewcontext" xmlns="http://adobe.com/solutions/rca/reviewcontext" 
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> 
<initiator domain="" canonical_name="" name="" oid="" email="" isGroup="false"/> 
    <review_id/> 
    <revision>0</revision>      
    <title/> 
... 
... 
    <stages> 
        <stage type="PARALLEL_REVIEW" wait_for_expiry="false" name="Basic-ParallelReview" duration="5" duration_unit="DAYS" taskType="WORKSPACE" non_expiring_stage="false"> 
        <start_date/> 
        ... 
        ... 
    </stage> 
...  
<supporting_documents> 
        <document name="ABCReview.pdf" content-type="application/pdf" type="DOCUMENT"> 
<uri>http://MYSERVER:8080/contentspace/webdav/RCA/REVIEW_TEMPLATES/SUPPORTING_DOCUMENTS/TEMPLATE1/ABCreview.pdf</uri> 
        <description>Supporting document.</description> 
</document> 
</supporting_documents>  
... 
</review_context>

// Ethnio survey code removed