Example: if documents have been prepared for a client and manager review is required to approve the documents prior to sending to a client.
Each completed document can be opened and reviewed prior to sending to the end-client for signing.
These can be viewed via the Lodgements section in Corporate Messenger. Navigate to Menu > Lodgements.
Each document can also be forwarded directly from the collaboration page (by using the 'forwarding' feature), without having to be downloaded and emailed from outlook.
The status of documents updates automatically between 'waiting for signature', 'sent', 'signed' and 'lodged'.