Approve a template version

Step by step

1. Template preparation Matter Coordinator

   Matter Coordinator names the version and records its revision, organization, parent matter and clause content.

   • Identify draft content and context
   • Updates Template versions, Matters

2. Template submission Matter Coordinator

   Coordinator sends the intended revision into submitted state for a legal decision.

   • Retain the submitted revision and result
   • Updates Template versions, Operation receipts

3. Template decision Supervising Attorney

   Supervising Attorney reviews the submitted version and approves or rejects it with a dated decision.

   • Record the dated version decision
   • Updates Template versions
   ApprovalA person approves before the work moves on.

4. Version use Matter Coordinator

   The team checks the approved version before using it in later matter work.

   • Select the decided version
   • Updates Template versions, Matters

Matter Coordinator

Prepares and submits; Supervising Attorney makes the legal decision; Auditor checks the retained version and review history.