Sending an Agreement for Review[edit]

Sending an Agreement for Review

ICM has strong review and approval processes. After the Agreement is created, you (primary owner) send it for internal and external review. The third party review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.

To send a Document for a Review:

1. On the details page of an Agreement, click Request Review.

The Request Review window opens.

Note: The Third Party tab displays a user that you have added as an external signatory while creating an agreement.

Make the appropriate selection:

• Select Internal to add internal user as a reviewer.
• Select Third party to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.

2. Under Select User, select appropriate user as a reviewer. Alternatively, in the Search User box, type the name of the appropriate user, and thenclick the Search  icon.
Use the scroll arrows to scroll through users.

3. Click Send. The reviewer receives a notification for review. The status of the document changes to Review Pending.

 

 

Related Topics: Review a Contract/Agreement