Review and approval: reviewer flow

Review an assigned Workpaper Agent workbook, leave workbook comments when needed, and mark the review complete or request changes.

Workflow

Step 1

Open the review email

Use the View Workpaper link from the assignment email to open the workbook that needs your review.

Screenshot showing the View Workpaper link in a review email.

Step 2

Review the live tour

Follow the tour when it appears so you understand the workbook review controls on the page.

Screenshot showing the workbook page live tour.

Step 3

Close the tour

Finish the final tour pop-up so you can interact directly with the workbook.

Screenshot showing the final tour pop-up.

Step 4

Add a cell comment

Comment beside a workbook cell when you need to leave specific feedback for the preparer.

Screenshot showing the cell comment action.

Step 5

Submit the comment

Save the workbook comment so the preparer can see the feedback in context.

Screenshot showing the comment submit action.

Step 6

Open review controls

After finishing the workbook review, use the review status control to choose the next state.

Screenshot showing the review status control.

Step 7

Choose the review outcome

Select Mark Reviewed when the workbook is ready, or Request Changes when the preparer needs to revise it.

Screenshot showing Mark Reviewed and Request Changes options.

Step 8

Save the review status

Confirm the selected outcome so the linked checklist status updates for the preparer.

Screenshot showing the Save action for review status.

What reviewers can do

Reviewers can inspect the assigned workbook, leave comments in context, and either mark the workbook reviewed or request changes from the preparer.

FAQ

When should I use Request Changes?

Use Request Changes when the workbook needs preparer follow-up before it can be approved. Add comments first when the requested changes need workbook-specific context.

Limitations

Review access starts from the assignment

The reviewer flow assumes you have been assigned to the workbook and have access through the review email or linked checklist task.

Troubleshooting

I cannot find the review controls.

Finish or close the live tour first, then look for the review status control on the workbook page.

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