Reviewing a document

Choose Start reviewing on a matter, or select any entry.

• Left: the document. If there are several files or versions, switch between them with the tabs. Word, Excel and iPhone photos are shown as PDF.
• Right:
  • Decision: Accept, Ask for a new copy, or Not needed.
  • Details: what your client entered. Correct anything if needed, then Save.
  • Classification: where it goes on the balance sheet (see Classification and ownership).
  • Name on the Index to Disclosure and a label (Unsigned, Draft or Redacted) for the bundle.
  • Notes: for your team only. Clients and the other side never see them.

After you accept, move on to the next entry waiting for you.