Browse guides
Screening
Every guide that uses Screening, whatever the work.
- Corporate and governanceSend a document for four-eyes reviewA screening with the documents and a chain of named reviewers in order, started and filed in the matter.
- Corporate and governanceReview and approve a document in a screeningYour step approved with a comment or evidence on record, or the work sent back to the right step with a reason.
- Corporate and governanceRevise and resubmit after changes are requestedThe revised version uploaded and put back through review, with the version history kept.
- Corporate and governanceApprove on behalf of an absent reviewerA step approved in the absent reviewer's place, with the authority document kept on the screening.
- Corporate and governanceChange the review chain during a reviewA reviewer added, renamed or reassigned while the screening runs, with the steps already reviewed left as they were decided.
- Corporate and governanceFile the record of a completed reviewA PDF report of who reviewed what and when, with the approved documents and the approval evidence, saved with the matter.