A review should only be published once all sections and supporting attachments have been finalised for the sake of further workflow benefits.
⚠️Important Note: A 'Published' review is locked and cannot be edited. This is not a reversible state.
The Benefits
A published review will enable the presentation to be shared (via email) with the client, including all uploaded supporting documents.
Additionally, a published review will enable the attached documents to be exported to both Xplan, MyProsperity and WorkSorted, streamlining your review workflow for further efficiency.
How to publish a review
Within the Reviews, navigate to the Presentation chevron
Select the Review Outline tab
Click the Publish button (bottom right)
