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Review section responses before submission

Review the answers, completion details and signatures for each section of your workflow before final submission.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the section review summary

From your workflow, navigate to the Section review summary page to see an overview of all sections and their completion status.

Open the section review summary

Step 2: Expand a section to see its details

Select the chevron icon next to a section title to expand it and reveal all of the visible fields and their recorded responses.

Expand a section to see its details

Step 3: Check responses and completion information

For each expanded section, review the displayed answers, including formatted dates, choices, files or signatures, along with who completed the section and when.

Check responses and completion information

Step 4: Confirm which fields are still not set

Look for fields marked as not set so you can identify missing information that may need to be completed before approval or submission.

Confirm which fields are still not set

Step 5: Review signatures and amendments

Where shown, confirm that a signature is provided and review any amendment notes or revision numbers to understand the change history of the section.

Review signatures and amendments


Last updated: 2026-08-31