Route a letter for review and approval

Route a letter through a reviewer and an approver before it can be sent.

Send a draft for review

1. Finish the engagement details and the letter content.
2. Select Request review.
3. Add an internal note for the reviewer if it will help.
4. Confirm. The status changes to Pending review and the letter is assigned to the reviewer.

Review a letter and pass it to the approver

1. Find the letter under Assigned to me with status Pending review.
2. Make any changes you need — engagement details, clients other than the primary client, primary and billing contacts, signatories, and letter content your permissions allow you to customize. On a dynamic letter template, turn on Highlight dynamic content to see which paragraphs were decided by the engagement's data. A user with the Edit Customized Document permission can flatten any block—even a locked block—to change its wording on this letter. To prevent a user from editing a letter, including flattening content within a locked or unlocked block, remove that permission. Leave Edit on a block alone unless you mean to change the template for every letter.
3. To send it back to the drafter, set the status to Draft and select Send back to draft.
4. To move it forward, select Request approval. The status changes to Pending approval.

Approve a letter

1. Find the letter under Assigned to me with status Pending approval.
2. To send it back to the drafter, set the status to Draft and select Send back to draft.
3. To approve it, select Mark ready to send. The status changes to Ready to send and the assigned sender can now send it.

Reassign a role

1. Open the engagement.
2. On the Engagement details panel, select Edit roles.
3. Choose any active staff member for reviewer, approver or sender.

The drafter cannot be reassigned — it is always the person who created the engagement.

Related

• Review and approve roles
• Engagement statuses and transitions