Deliver the Study
Render the deliverable document from the Deliverable tab, then record the Study as Delivered.
Who does this: Preparer, Reviewer. You are assigned to the Study. Rendering is for the assigned Preparer, and Mark Delivered shows only on a Finalized Study.
Steps
- Open the Deliverable tab.
- Select Compose preview to confirm the deliverable composes from the current Study. It reports the composed size; it does not produce a document.
- Select Request render to produce the document. A Draft or In Review Study renders a watermarked preview; after Sign-off, a Finalized Study renders the deliverable, and the finished document is recorded on the Study.
- Send the deliverable to the client the way your Firm already does.
- Open the Review tab, add a Delivery note (optional), and select Mark Delivered. The Study records who marked it and when. Its content does not change.
- To see the full history, select Open the full Audit Log from any Study tab.