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Electronic Review (Desktop) ​

What it is: A built-in workflow screen that tracks the preparation and review status of every working paper and document in a client file, allowing managers and partners to sign off work electronically.

What it's for ​

Electronic Review replaces paper-based sign-off sheets. It gives the engagement team a single place to see what has been prepared, what is outstanding, what has been flagged as an exception, and what is not applicable — enabling managers and partners to approve work at each level without printing anything.

How to do it ​

Open Electronic Review ​

  1. Navigate to Client Setup and select Electronic Review.

Filter the list ​

  1. Use the filter options at the top of the screen to narrow the view by status, team member, or category.

Mark an item ​

  1. Select the relevant cell under the N (Not Applicable), X (Exception), or L (Locked) column to mark a working paper or document accordingly.

Assign work to a team member ​

  1. Under Assigned To, use the drop-down to assign the relevant section to a specific team member.

Set review status ​

  1. Under the Prepared, Reviewed, or Partner Reviewed columns, select the appropriate status for each item.

Note: Marking an item as Reviewed requires the Manager Password. Marking it as Partner Reviewed requires the Partner Password.

Source ​

https://draftworx.helpjuice.com/desktop/draftworx-desktop-electronic-review

Walkthrough: https://scribehow.com/viewer/Draftworx_Desktop_Electronic_Review__DX122__jJmwM9woRl-mVpNybfci3g