Once you select the "Click here to review and sign RAMs" link within the email, you will be directed to the email to Review and Approve.
The document will now appear and can be reviewed on screen
Commenting on and Rejecting a Document
***Please Note*** comments are only applicable if you are planning on rejecting the document. The comments that you add will be sent to the Document Creator once you reject the document.
If you would spot something that needs to be changed, you should leave a comment on that specific section.
Select the comment tab.
Now select "Add Comment"
You can now comment on any section that you feel needs to be changed.
Hover over the section that you would like to comment on. The section that you're hovering over will be highlighted with a blue border:
Now either highlight the text or double-click within the highlighted area and a comment box will appear.
Enter a comment within the text field.
Once you have added the feedback, select the tick icon.
The comment will now save within the Checklist that will be sent back to the User who sent the document for Review & Approval.
Once the document has been reviewed, select the "Reject" button.
There will be an option to provide more general feedback
Now select the "Submit" button and your review is complete
Accepting a document
To accept a document after a review, select the "Approve & Sign" button at the top of the screen.
A pop-up window will appear which gives options to sign the document electronically
Typed signature
To type a signature, select the "Type Your Signature" text and type your name.
Select the "Sign" button to accept the document and add the signature as displayed on the screen
Upload a signature from a file
To upload a signature, select the "Upload" signature tab.
Select the "Select or Drop image here" button to add the image. Once uploaded, select the "Sign" button to accept the document and add the signature as displayed on the screen.
The document will be signed and sent to the next member of the review team or made live.