The X-Author Contracts add-in for Outlook not only provides negotiators with the ability to send documents for review, but also provides a mechanism for internal reviewers to directly check-in documents to Contract Management after making changes and/or providing feedback. Internal reviewers can simply reply to the email they received and attach their reviewed, tracked agreement document addressed to the review owner and then choose to check it in at the moment the email instance is sent. Show
The examples provided in this section use Microsoft Outlook and Microsoft Word 2013. Depending on your version of Microsoft Office, certain menu actions and elements of the user interface may be in different locations. Apttus functionality remains the same regardless of the Office version. Internal vs. External ReviewersSend for Review from X-Author Contracts provides a solution that allows contract negotiators to send documents for review to any recipient that can be reached by email. This means that reviews can be sent not only to users who are a part of the negotiators organization (internal) but also to reviewers outside of the organization (external). Internal reviewers are assumed to have both access to the same Salesforce org as the negotiator and the X-Author Outlook add-in installed on their machine. It is not necessary for internal reviewers to have X-Author Contracts for Word as they may not be initiating reviews or tracking documents, but they must have the proper credentials to connect to the right org from within Outlook. External reviewers can have any email client: Outlook, Gmail, MSN, etc., but it is assumed that even if they do have the X-Author Contracts add-in for Outlook that they are not part of the same organization. External reviewers should not have the ability to check-in documents via a response to the review. When they respond to the Send for Review, external reviewers simply return the reviewed document to the contract negotiator. The negotiator then downloads the document and checks it into the agreement record on behalf of the reviewer. To respond to a Send for Review request and check-in a tracked documentAs a prerequisite, the reviewer responding to the Send for Review request must:
Repeat steps 3 - 10 for each tracked agreement document assigned to you for review. (Note: Each document to be reviewed and returned by the reviewer should be submitted as an attachment to its own individual email message for the close cycle / check-in feature to work properly). Is it submit to review or for review?"send to you for review" is correct and usable in written English. You can use it when you want to ask someone to review something before taking further action. Example: I have completed the report and would like to send it to you for review before I submit it to the board. What does it mean to say for your review?'for your review' is correct and usable in written English. This phrase is used when you want to make sure that something has been checked by someone else, in order to ensure accuracy. For example, "I've attached the document for your review before I submit it to the customer.". similar ( 60 ) Thanks for your review. Is it correct to say for your review and approval?The phrase "for your review and approval" is correct and usable in written English. You would typically use this phrase when asking someone to review a document or other material and give you their approval. For example, you might say "Please find the attached document for your review and approval.". What does for review purposes mean?It is typically used to indicate that a document or item should only be read for the purpose of reviewing or evaluating it, and not used for any other purpose. |