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Turn on in-system review (or finish in Word), and other lifecycle options
Turn the optional Team and Review stages on or off, and preview the lifecycle before you save.
Every new organization starts with both optional lifecycle stages off:
proposals skip the Team step, and finish by downloading a .docx and
completing the workflow in Word. Organization Admin or Admin can turn either
on from Settings, with a live preview of what changes.
What you'll do
- Turn the Team step on or off
- Turn in-system review on or off, or leave it for later
- See the resulting lifecycle in the live preview before you save
The two toggles
Open Lifecycle, under Settings.
Show the Team step in the proposal lifecycle
"When enabled, the Setup phase includes a Team step where users can review AI-suggested team members and assign reviewers. When disabled, the lifecycle skips this step and proposals are created without a team assignment. Default: off."
Use the in-system review and approval workflow
"When enabled, proposals move through EngiProse's review pane: reviewers add inline comments and tracked changes, an approver locks the document, and downloads happen after approval. When disabled, proposals skip in-system review entirely: your team generates and edits in EngiProse, downloads the .docx, and finishes the workflow in Word. You can turn this on later when your team is ready. Default: off."
"Turning this off hides the Send and Reviewer stages from new proposals going forward. Proposals already in those stages keep their progress."
Live preview
The Live preview card below the toggles shows the lifecycle stages your team will actually see, updating as you flip either switch, before you commit anything. Nothing changes until you click Save.
Common questions
Do I have to turn on review right away?
No. Both stages are optional and off by default. Many firms start with review off and turn it on once their team is ready for in-system collaboration.
What happens to a proposal already in Send or Reviewer if I turn review off?
It keeps its progress. Turning review off only changes new proposals going forward.