To start using the document review feature, the your designated Team Admin will need to add a Reviewer and set the contract preferences for Jointly Document Approval.
Navigate to your Team Icon on the left side panel of your screen and follow these steps:
Manage Team > Add a Reviewer Supervisor (included automatically to all deals) or add a Reviewer (you have to manually add to each deal)
Contract Preferences > Document Review Preferences > Select Jointly Document Approval.
**Note - Once the Document Review Preferences are set to Jointly Document Approval, users can add a reviewer to the deal from the Participants section if a Reviewer Supervisor was not added to the team
Sending the Document(s)
Hover over the document(s) you want to send and click the checkbox(es) to select.
Once you select a document, you have the option to select all documents by clicking here.
Click "REQUEST REVIEW" to submit the documents to the Reviewer.
Once a document has been submitted for Review, you will have the option to:
The Reviewer will receive an email notification with a link to the document(s) to review.
When the review is complete, the status of the document will show as Approved or Rejected.