📢New Review Flow — “Release & Send for Signature”

We’ve introduced a new way to finalize reviews that require signatures: “Release & Send for Signature.”

✅ Reviews configured to require signatures can now be sent directly into the signature workflow.

✅ Once released, the review becomes non-editable, ensuring accuracy and data integrity.

✅ Signature order can be customized—reviewee first, reviewer first, or either order—based on your template settings.

After all required signatures are completed, the review automatically moves to Finalized status, securely closing the process.

🔹 Compliance & Accountability: Signatures provide a verifiable record of approval.

🔹 Efficiency: Automated transitions remove manual steps and prevent accidental edits.

🔹 Flexibility: Signature requirements and order are fully configurable to match your workflow needs.

For reviews that don’t require signatures, the existing “Release & Finalize” option remains unchanged.

This update ensures every review can be finalized in a way that matches your organization’s compliance and record-keeping needs, whether you need signatures or not.

For more information on this review flow, you can check our help article HERE.