After the internal review is complete and all changes have been made to the agreement, the next step is to send the agreement to external parties to review.
Log in the system as the agreement owner.
On the agreement workspace, click Move to External Review on the left.
Type some notes regarding the external review. For example, “Sending this to the main external party contact who will oversee the reviews at that organization.”
Leave the external organization and contact information fields unchanged. These were auto populated from the agreement SmartForm pages. Click OK.