We've shipped a few updates to make the template review process smoother and more flexible.
Approve and request next reviewer ๐
Template reviewers can now choose "Approve and select next reviewer" instead of (or in addition to) "Approve and publish." This lets a reviewer complete their step and immediately hand the template off to another reviewer โ without needing to publish first, then go back in to manually change the reviewer and re-request review. It's a lightweight way to run templates through multiple reviewers sequentially.
Send templates to anyone for review โ including clients & consultants ๐ค
Previously, only head contractor project admins could be selected as a template reviewer. Now, any partner admin from any company in the project can be assigned โ clients, consultants, subcontractors. If someone is marked as the reviewer, they automatically get visibility of that template. Head contractors project admins are still able to specify whether or they need to provide final sign-off before a template is published.
Email notification when a review request is cancelled on a template ๐ง
When a template review is cancelled, both the person who originally requested the review and the person who cancelled it will now receive an email notification. This closes a gap where templates could silently fall back to draft state without the original requester knowing โ meaning templates were getting stuck in limbo without anyone realising.
