How do I send a document for review?

For a document on a task, open its row menu and click Send for Review. Choose a reviewer. The reviewer approves it or asks for a correction.

Who can do this: Admin, Partner, Company SecretaryLast checked: 20-10-2026

Document review is separate from task approval. Each document has its own status: Not Sent, In Review, Needs Correction or Approved. A task can stay In Progress while a document is being corrected.

Send the document

Find the document in Documents or on its task.
Open its ⋯ menu and click Send for Review.
Choose the Reviewer. You choose a person each time.
Click Send.

What you will seeThe status changes to In Review. The reviewer gets a notification.

Good to knowYou see Send for Review only for a document that belongs to a task. It does not show for a loose file in the vault.

If you are the reviewer

Open the document’s ⋯ menu and click Review.
Read the file on the Document Review page.
To accept it, click Approve.
To send it back, type a Review Note that says what to fix. Then click Request Correction.

Only the person chosen as reviewer can approve or ask for a correction. When you approve, the matching checklist item on the task is ticked for you.

After a correction request

The status becomes Needs Correction. Upload the corrected file as a new version. Review then starts again with the same reviewer.

Cannot see this on your screen?

Your role must be one of these: Admin, Partner, Company Secretary. If it is not, ask your Admin to check your access.
If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.

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