Viewing an Office 365 Integration Review Cycle

There are two methods to view review cycles in Contracts for Salesforce for the Office 365 integration.

When an active Office 365 review cycle is in progress, the document is locked in View Redlines and the Open in Word button is disabled until the review cycle has ended.

View an Active Review Cycle from the Office 365 Integration User Interface

1. Navigate to your agreement object. For example, Contract Agreement.
2. From the left menu dropdown arrow, click on the button you created. For example, Document Collaborators (Delegate). 

3. Go to Overview and locate your review under the Active Review Cycles section

   

   You can also view inactive review cycles in the Overview section.

View an Active Review Cycle from the Agreement Record

You can also view active review cycles using the Office 365 Document Collaboration lightning component. For more information, see Adding Office 365 Lightning Components.