How to Review a Document Package

In order for a document package to be published, it must be reviewed and approved. Reviewers can review any packages they did not create or edit and Admins can review all packages.

Steps

1. To find all packages that have a Pending Review status either
   1. Click the ‘View’ button in the Pending Review tile of the Portal Uploads box on the Workflow Dashboard.
   2. Navigate to the Document Packages tab in Portal Uploads and in the Status filter of Advanced Filters select ‘Pending Review’.
2. Once on the Pending Review page, scroll or search to find the specific record in need of review. 
3. Open to the Document Package Details page by clicking on the document package name.
4. Verify that all of the information is correct.
5. Documents can be previewed by clicking on the document name and downloaded by clicking the download button.
6. To reject the package, click ‘Reject’.
   1. Enter a reason for the rejection.
   2. Click ‘Confirm’.
   3. The preparer will be notified.
   4. The package will receive a Rejected status and will be found on the Document Packages tab in Portal Uploads.
7. To Approve the package, click ‘Approve’.
   1. Select when the document(s) should be published.
   2. If the document(s) should be published now, click ‘Approve & Publish’.
   3. If the document(s) should be published later, click ‘Later’.
      1. Open the calendar overlay, select a date and click ‘Okay’. 
      2. Click ‘Approve & Publish’.
   4. The package will receive a Published (or Pending Publication) status and will be found on the Document Package tab in Portal Uploads. The documents are/will be published to the Investor Portal.