The Agreements for Review section allows you to view and manage documents that have been shared for review.

Steps

  1. Log in to the system.
  2. From the Modules menu, click Agreements for Review.
  3. The Agreements for Review page will display a list of documents that have been shared for review, together with their relevant details and current status.
  4. Review the documents listed on the page. Once a document has been reviewed, its status will automatically change to Completed.

Pending Documents

If a document is still Pending, you can select it and perform an action on it.

  1. Click the checkbox next to the document you want to manage. You can select one or multiple documents to perform the same action in bulk.
  2. Scroll to the bottom of the page and select the appropriate action from the drop-down menu:
    • Close Shared Link – Closes the shared review link so that it can no longer be accessed through the link.
    • Re-open Shared Link – Re-opens a previously closed shared review link.
    • Re-share Review Link – Allows you to share the review link again with the relevant reviewer.
  1. Click Go to apply the selected action.

Note: Always confirm that you have selected the correct document(s) before clicking Go, especially when performing an action in bulk.