Review and approval

These steps apply only when your admin has turned on in-system review. It is off for every new organization, and the default path finishes in Word instead. If you do not see a Review step, that is why.

• Approve, lock and re-open a proposalApprove a reviewed proposal, understand what the approval lock protects, and re-open it when more review work is needed.3 min read
• Handle returns and resubmitsWork through returned feedback, resolve tracked changes and comments, then send the revised proposal back for review.3 min read
• Review a proposal: tracked changes, comments, approve or returnEdit inside tracked changes, leave comments, then approve or return the proposal to its author.4 min read
• Send a proposal for reviewSend your draft to reviewers, check the readiness heads-up first, and confirm who gets it.3 min read