> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://conductorai.ferndocs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://conductorai.ferndocs.com/_mcp/server.

# Review and collaboration

> Automate document reviews, edits, redactions, and policy checks across teams.

The review and collaboration module automates requests for document reviews, edits, redactions, and policy checks across teams and organizations based on subject matter expertise.

## Review capabilities

### Document generation

Generate compliant documents in proper formats based on policy templates and review results:

```bash
curl -X POST https://api.conductorai.com/v1/documents/generate \
  -H "Authorization: Bearer $CONDUIT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "template": "export-license-application",
    "data": {
      "applicant": "Acme Defense Corp",
      "items": ["doc_abc123"],
      "destination": "NATO-ally"
    }
  }'
```

### Auto-fix

Automatically apply corrections for common policy compliance issues:

* Formatting standardization
* Classification marking corrections
* Redaction of personally identifiable information
* Cross-reference validation

### Redaction

AI-assisted redaction with human-in-the-loop verification:

```bash
curl -X POST https://api.conductorai.com/v1/documents/redact \
  -H "Authorization: Bearer $CONDUIT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "document_id": "doc_abc123",
    "policy": "foia-exemptions",
    "require_approval": true
  }'
```

## Collaboration workflows

### Assignment routing

Route review tasks to the appropriate subject matter expert based on document classification, content type, and organizational role:

| Criteria            | Routing logic                                |
| ------------------- | -------------------------------------------- |
| ITAR content        | → Export control officer                     |
| Classified markings | → Security classification management officer |
| Legal review        | → Office of general counsel                  |
| Technical data      | → Engineering subject matter expert          |

### Review states

Documents progress through a defined review lifecycle:

1. **Submitted** — Document uploaded and queued for review
2. **In review** — Assigned to a reviewer and actively being reviewed
3. **Requires changes** — Reviewer has identified issues requiring correction
4. **Approved** — Review complete with no outstanding issues
5. **Released** — Approved and released for distribution