Issuing Supplemental Instructions
Now that all parties who have been invited to contribute to this Supplemental Instruction have completed their work, you have 2 options. This article will go through the ' Request Review' and 'Issue' flows.
Requesting a Review
Note: This step is optional, you can jump to 'Issue' if that suits your workflow.
The review stage exists if you need a higher-up or Owner to review and approve the document before it is officially issued to the team.
Step 1: If you need to select a reviewer, click the '+' button on the right-hand side of the screen.
Step 2: Select the individuals you would like to review the document from the contact list.
Note: Make sure the user has signing authority (click on the team's page link to manage this) and select the 'Send Notification' box.
Step 3: Click the blue 'Send for Review' button.
The Reviewer(s) will receive a notification and a link to the document to come in and sign the document if they approve, or request a revision.
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Issuing a Supplemental Instruction
Step 1: Give your document a double-check to make sure things look good and it's ready to go!
Step 2: Review your distribution list and make sure it has everyone you want to include. This list will be automatically populated based on user settings on the team page. You can add or delete anyone you want.
Step 3: Click the blue 'Issue' button in the top right corner of the screen.
Step 4: A pop-up will appear to give you one final check of what you're distributing and to who.
In the above image, you can see a ' Warning' box. This will be present if you're missing any signatures from the Consultants who created their documents, or individuals assigned as reviewers. We know sometimes documents need to be issued ASAP, so you can issue them without signatures and leave a note if needed.
Step 5: Make sure the 'Send email to distribution list' box is ticked, and click the blue 'Issue' button at the bottom of the pop-up.
The Supplemental Instruction is now issued, and everyone on the distribution list will receive a combined pdf of all documents, as well as a link to the document in Part3 for their reference.
