The Document Review function allows you to assign, review, and approve any document in your debtors' file. It is a two step process that involves:
- Assigning a document to a reviewer or approver
- Reviewing or approving the document
Review vs Approve
We can distinguish review items vs approve items in the following manner:
Review - a document that requires one or more individuals to view the document and provide feedback
Approve - a document that requires one individual to give final authority, often with a signature
As such, the two tasks should be mutually exclusive for the assigned user.
Assigning a document for review
- Go to the documents screen of the debtor file.
- Select the document(s) you would like to assign for review
- Click the Send to Review button
- The following pop-up window will appear, where you'll be able to select which users this document should be assigned to review or approve.
- Select who should be a reviewer and approve under “Select Reviewers” and “Select Approvers”
- Leave a meaningful message that clearly depicts what they need to review or approve
- Select a due date
- Click Send