After the completion of the transaction form, it is sent to the dashboard under the Review & Approvals tab. From here, the transaction is ready to submit to the responsible lawyer for review and approval, this can be done by clicking the actions button on the right and click Submit for Approval.
The following actions can be initiated on the transaction:
- Submit for Approval
- Download All Documents
- Edit Transactions
- Archive Transactions
When the transaction is sent to the responsible lawyer for review and approval, the user will not be able to edit or archive the transaction while it is under review.
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