To check-in an in-review document
- Download the agreement document from the review email attachment.
- Open the document in Microsoft Word. You'll see a prompt to confirm that checking in will end the review for you, click OK to continue.
- in X-Author Contracts, click Check-in and click OK in the confirmation prompt.
After the reviewed document is successfully checked in, the review cycle ends for the reviewer. The Activity History related list for the agreement document is updated with 'Review Ended'.
Note:
Guidelines for checking in the reviewed document
- Currently, when you open the document for review directly from the email client, it opens in the read-only mode and is not editable. As a workaround, you must first save the document in the email to your local machine and then open it in Microsoft Word. You can then review the document and check it in with your changes.
- When you check-in a document after reviewing it, you may observe some delay in closing your review cycle. Contract Management may face some delay in updating the review status of your document in Document Versions Details related list, based on the size and volume of the document being reviewed. As a result, you may be able to check-in the same document multiple times. This is a product limitation and as a workaround, you can wait for some time to see the updated review status in Contract Management.
