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1. Navigate to Reviews Section
Click on the “Reviews” module from the homepage to access all active review cycles
2. Open The Specific Review Cycle
Click on Open for the specific review cycle where you want to generate PDF packets for the reviewees
3. Navigate to the Reviewees Tab
Once inside the review cycle, go to the Reviewees tab. If you want to download review packets for all reviewees at once, click on the Download option available on the screen
4. Select Review Packets PDFs
After clicking on the Download option, select Review Packets PDFs from the list to generate the review documents
5. Confirm the Download
You’ll see two options — Submit and Cancel. Click Submit to proceed. Once confirmed, all the review packet PDFs will be compiled into a zip file, and a download link will be sent to the email address linked to your account. Please note that the link will remain valid for one day only
6. Download PDF for a Specific Reviewee
If you only want to download the review packet for a specific reviewee, go to the Reviewees tab again. Locate the reviewee and click on the View Review Summary option next to their name
7. Download the Individual Review Packet
After opening the Review Summary, you’ll see an option labeled Download PDF. Click on it to download the individual review packet for that reviewee
8. Understanding Visibility Matrix in Reviews
Click on this link to learn more about how the Visibility Matrix works in Reviews: Visibility Matrix for Reviews | Peoplebox Help Center