Assign an Ancillary Reviewer

In this guide, you will add an internal person as an ancillary reviewer to review the agreement.

1. Log in to the system as the agreement owner.

2. On the agreement workspace, click the Manage Ancillary Reviews activity.

3. Click Add and then add the following ancillary reviewer. Click OK when done.

• Person

• Review type

• Is a response required

Note: The agreement will not be able to move forward to the Signing state until all ancillary reviewers whose responses are required have accepted the agreement.

1. Click OK in the Manage Ancillary Reviews window.

2. Confirm you met the success criteria below:

• The Ancillary Reviews tab lists the ancillary reviewer you just added.

• The History tab shows the Managed Ancillary Reviews activity.

• The agreement is still in the Internal Review state.