A Reviewer assists the Deal Owner during Guided Review by reviewing proposed Terms and suggesting changes before they are sent to the counterparty.
Reviewers can:
- Review proposed Key Terms, Additional Terms and Attachments
- Accept or suggest changes to a Deal
- Add comments for the Owner
- Clicks 'Finish Review' to send back to the Owner
When a Reviewer clicks Finish Review, their proposed changes are saved for the Owner to review, who is notified when reviews are completed.
Only the Owner can send proposals back to the counterparty; the Reviewer accepts, rejetcts or makes edits to a Daa, but cannot send it to the counterparty - only the Owner can.
Reviews are optional
Unlike Approvals, Reviews are optional.
The Owner may:
- Send a Deal without a review
- Modify or accept a Reviewer's suggestions
- Send proposals back to the counterparty
After Guided Review, the Reviewer has view-only access to the Deal.
Updated