Documentation & Guides

Editor: Request Review

Prerequisites

  • You have a contract open in the editor.
  • Contract status must be Draft or Revisions Requested.
  • You have permission to request reviews.

Steps

  • 1. Open Save Options: Click the file icon (Save dropdown) in the toolbar.
  • 2. Select Request Review: Choose Request Review from the dropdown. The Request Review dialog appears.
  • 3. Choose Review Type: Select Internal Review to request from team members. Select External Review to send email requests to external reviewers.
  • 4. Configure Reviewers: For Internal Review, use the multi-select list to choose one or more internal reviewers. For External Review, enter reviewer email addresses, separated by commas.
  • 5. Submit for Review: Click Submit for Review. A loading indicator appears while the request is processed.
  • 6. Confirmation: On success, a toast message confirms your request. The page reloads to reflect the new review status.
  • 7. Under Review Notice: If the contract is already under review, a warning appears and submission is disabled.

Tips

  • Only one review can be active at a time.
  • Verify email addresses for external reviewers.
  • Internal reviewers are loaded from your team subscription.
  • Use the toast notification to confirm your action.

Watch The Guide