How do I send a document for review?
- 09 Dec 2020
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How do I send a document for review?
- Updated on 09 Dec 2020
- 1 Minute to read
- Print
- DarkLight
- PDF
Article Summary
Revv easily allows you to share your documents with customers and stakeholders. You can request their approval and e-signatures. To send a document for review, follow these steps:
- On the Documents page, select the document you want to send to other people.
- Once the document is open, click Send which is available at the top-right part of your screen.
- Now, you can view various options that you can select for your document. The options are as follows:
- Send to someone: You can send the link to your document to other stakeholders through an email. To do this, follow these steps:
- Click Send to someone.
- Enter the details of recipients such as email ID, first name, and last name.
- If you want to provide the edit access to your recipients, then check the checkbox under Access.
- Enter a description for your recipients in the Description field.
- Now, click Send document.
- Send for acceptance: You can send your document to recipients for their acceptance or rejection. To do this, follow these steps:
- Click Send for acceptance.
- Enter the recipient details such as email ID, first name, and last name.
- Enter a description for your recipients in the Description field.
- Click Send for acceptance.
- Get a magic link: You can generate a generic shareable link that you can share with your recipients. This link helps them to access the document without logging in to Revv. To do this, follow these steps:
- Check the checkbox beside Get magic link.
- Click Copy to copy the link. Now, you can share this link with anyone and they can view this document without logging into Revv.
- Send for approval: You can send your document to recipients if you have included any approval workflows. To know more about this feature, click here.
- Send to someone: You can send the link to your document to other stakeholders through an email. To do this, follow these steps:
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