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Electronic Review (Cloud) ​

What it is: A structured sign-off and notes workflow that tracks where each document in a client engagement sits across the Prepared → Manager Reviewed → Partner Reviewed stages, and allows reviewers to raise, assign, and resolve notes directly within the file.

What it's for ​

On an audit or review engagement, multiple team members need to sign off on working papers at different levels of authority. The Electronic Review panel gives practice managers and partners a live dashboard of every document's status — who has signed it off, at what level, and whether any outstanding notes or exceptions remain. This replaces paper-based sign-off sheets and keeps the entire review trail inside the engagement file.

How to do it ​

Accessing the Electronic Review panel ​

  1. Select Client Setup.
  2. Select Electronic Review.

The panel shows all documents in the engagement and their current status.

Status indicators ​

StatusMeaning
PreparedDocument is ready to be reviewed
ReviewedManager has completed the first-level review
Partner ReviewedPartner has completed the final-level review
ExceptionAn issue or outstanding note requires attention
Not ApplicableWorking paper is not relevant to this engagement
LockedNo further changes allowed (Partner access only)

Marking documents and filtering the view ​

  • To set a document's status, select the respective option in the review panel.
  • Use the filter bar to view only documents at a specific status (e.g. show only Prepared items).

Raising a review note ​

  1. Select the cell where you want to attach the note, then choose Add Note from the Shortcuts Bar.
  2. Choose the Note Type:
    • Note — standard exchange between reviewer and preparer.
    • Observation — a matter for discussion with the preparer or client.
    • Matter for Reporting — a finding that must be included in the report.
    • Risk — flags a risk identified during the engagement, to be mitigated.
    • MLP — a note that will form part of a Management Letter to the Principal.
  3. Enter the note Title and assign it to a user from the active users list.
  4. For Risk notes, select the Risk Type and the cycle it relates to.
  5. Add detail in the Detail field and select Save.
  6. The note appears as an exception indicator on the document in the review panel.

Actioning and closing notes ​

  1. Select the note indicator to expand it, then select Show Note.
  2. Add a comment in the comment field and press Enter.
  3. Change the note status:
    • Addressed — the requested change has been made; a Manager or Partner should re-review.
    • Closed — note is finalised (Partner access only).
    • Create MLP — converts the note into a reported finding in the Management Letter.
  4. Select Close to collapse the note.
  5. Notes can only be deleted by a Partner: select Delete, then Continue to confirm.

Signing off documents ​

  1. Open the document to sign off.
  2. In the Shortcuts Bar, under Set As, select Prepared, Reviewed, or Partner Reviewed.
    • To mark a document as irrelevant, select Not Applicable.
    • To flag an issue, select Exception.
  3. The Working Paper header records the sign-off level, the responsible person, and the date.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-electronic-review

Walkthrough ​