---
title: "Document Review Workflow"
slug: "document-review-workflow"
tags: ["document review", "Workflow", "project setup"]
updated: 2024-11-19T21:29:46Z
published: 2024-11-19T21:29:46Z
canonical: "docs.revealdata.com/document-review-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Review Workflow

The diagram below outlines the set of sequential steps associated with a standard Reveal document review workflow. Below the diagram, there are a series of article links that provide you with detailed instructions on how to perform each step in the process.

![50 - 01 - Document Review Workflow](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/50%20-%2001%20-%20Document%20Review%20Workflow.png?width=2947&quality=high)

## **Project Setup**

1. [How to Set User Team Membership and Permissions](/reveal/docs/set-user-team-membership-permissions)
2. [How to Create & Manage Tags](/reveal/docs/create-manage-tags)
3. [Tag Validation Rules - How to Set, Test and Use](/reveal/docs/tag-validation-rules-set-test-and-use)
4. [How to Manage Fields](/reveal/docs/manage-fields)
5. [How to Manage Redactions](/reveal/docs/manage-redactions)
6. [How to Create Work Folders](/reveal/docs/create-work-folders)
7. [How to Set Work Folder Permissions](/reveal/docs/set-work-folder-permissions)

## **Project Initiation**

1. [How to Create an AI Model - Creating a Classifier](/reveal/docs/build-configure-a-classifier)
2. [How To Create AI-Driven Batches to Train Classifier](/reveal/docs/train-a-classifier)
3. [How to Create & Manage Assignments aka Batching](/reveal/docs/create-manage-assignments)
4. [How to Check-Out/In Batches](/reveal/docs/check-outin-batches)
5. [How to Code Documents](/reveal/docs/code-documents)
6. [How to Customize Review](/reveal/docs/customize-review)
7. [How to Apply Redactions](/reveal/docs/apply-redactions)
8. [How to create document productions and export](https://education.revealdata.com/knowledgebase/reveal/production-export)

## Related

- [Download a Document](/print-and-download-a-document.md)
- [AI Model Building Workflow](/ai-model-building-workflow.md)
- [Create Text Sets – Review Manager](/create-text-sets-review-manager.md)
- [AI-Boosted Pre-Production Review](/ai-boosted-pre-production-review.md)