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      How to: Review an Offer

      Step 1: Click on the "First Step: Fill Out Start Work" tile on the dashboard, or "Start Work Packet" on the left navigation.

      Note: 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 in the "Start Form" section.

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

       

      Note: Clicking "Preview" will allow you to view the PDF 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.