How do I Send a Document for Review
  • 23 Sep 2020
  • 1 Minute To Read
  • Print
  • Share
  • Dark
    Light

How do I Send a Document for Review

  • Print
  • Share
  • Dark
    Light

With RevvSales, its simple to share and collaborate your documents with others in real-time. You can share your documents with your reviewers or with stakeholders/customers for capturing their approval and signature.

  1. On the Documents page, click and select the document you want to send to others.
    The document is opened.
  2. On the Documents, click Send at the top right of the page.
  3. If you want to send the document to someone over the e-mail, click Send to someone.
  4. Click Invite people if you want to collaborate with others over documents.

  5. In this case, since you want to send the document to someone for review, click Send to someone.
  6. On the Recipient Details window, enter the details of your recipients.
    RevvSales document receipient details
  7. Click Send document.
    RevvSales successfully sent document
  8. Change your document status. Select the status from the list.
  9. Click Done.

The other features you can use while sending your document to others for review:

If you want your user to edit your document, enable the can edit your document option.
RevvSales recipients detailsImage Caption

If you want to add recipient, click Add recipient.

If you want to delete an added recipient, click to delete the document.

Click Show to view information on other reviewers who has access to this document.

Your reviewer can now review the document, add comments and suggestions as notes.

Was This Article Helpful?