The Share for Review option allows you to send an agreement for review. The selected reviewer will receive an email containing the document and instructions on how to complete the review.

Steps to Share an Agreement for Review

1. Log in to the system.
2. From the Modules menu, click Agreements.
3. The Agreements page will display a list of documents that have already been generated or uploaded to the system.
4. Locate the Pending document that you want to share for review.
5. Click the Action menu for the selected document and choose Share Agreement for Review.
6. A Share Agreement for Review form will open. You will need to add a reviewer.
7. If a reviewer has not already been added, click Add Reviewer.
8. A pop-up form will appear. Select the appropriate Reviewer from the available list and click Submit.
9. Once the reviewer has been added, return to the Share Agreement for Review form and confirm that the correct reviewer has been selected.
10. Click Share to send the agreement for review.
11. The reviewer will receive an email notification containing a link to the document and instructions on how to review the agreement.