Issuing Supplemental Instructions

Now that you've worked on your Supplemental instructions with your consultants you have 2 options when you're issuing your SI. This article will go through the 'Request Review' and 'Issue' flows.

Requesting a Review

The review stage exists if you need someone 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. Make sure the 'Send notification' box is selected, and click 'Add'.

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. 

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.

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. 

You have the option to include a distribution message that will be added to the body of the email to give more context about the document being issued.

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. ✨