Document Actions
6.
The Reviewed State
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The Reviewed state indicates the work of the Preparers and Reviewers is done. In the case of Documents other than Engagements, this state is not likely useful, and the Engagement Managers may wish to move it immediately to Completed. However, when Documents enter the Completed state, they enter a countdown before moving to Archived, at which point they become un-editable. For this reason, firms may wish to keep their Pages, Files, Images and Links in the Reviewed state once they have completed review.
With Engagements, once they enter the Reviewed state, they may still need to be finalized. This includes removing unnecessary content and other tasks performed by an Engagement Manager.
When an Engagement is in the Reviewed state, the Engagement Managers will check the Engagement, and if everything is okay, will move it to the Completed state.