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      How to: Review an Offer

      Step 1: Click on the FILL OUT START WORK tile on the dashboard, or START WORK PACKET on the left navigation.

      In order to begin reviewing and approving your Start Work, you will be prompted to first fill out your personal information if you have not done so before in the system.

       

      Step 2: Click the REVIEW button on the start form.

      Step 3: Fill out any required fields for other forms attached to start form (such as a deal memo).  Click PREVIEW if you'd like to view the form you are completing.

      Clicking PREVIEW will allow you to view the form you are completing before approving your Start Work. 

       

      Step 4: Once all the required information is entered , click APPROVE. The Start Work will go to the next approver, if any.