> **Source:** https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/reviewer
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# Reviewer

A **Reviewer** is a non-signing invitee who is responsible for approving or rejecting a document. This feature ensures that documents undergo a review process, allowing the reviewer to validate and approve the content before it proceeds to the designated signatories for signing.

## Activate Reviewer Role

#### V3 Workflow

1. On the **Invitee card**, click on the **Reviewer Role** icon.
  **Note:** All eSign types are disabled for Reviewer invitees. If the sender manually activates an eSign type for a Reviewer, the invitee reverts to the default Signer type role.
2. **Record Reviewer’s Response:** Toggle this option to include the Reviewer’s approval or rejection in the audit trail.
3. **Require OTP for Approval/Rejection:** Toggle this option to mandate OTP verification for the Reviewer to approve or reject the document.

#### Workflow Creation

1. On the **Invitee card**, click on the **Reviewer Role** icon.
2. **Record Reviewer’s Response:** Toggle this option to include the Reviewer’s approval or rejection in the audit trail.
3. **Require OTP for Approval/Rejection:** Toggle this option to mandate OTP verification for the Reviewer to approve or reject the document.

Now, the workflow creator has two options:

- Leave the **Name, Email Address and/or Phone Number** placeholders empty, allowing the workflow runner to enter these while running the workflow.
- Enable **Configure Invitee** and provide the Name and Email Address/Phone Number of the Reviewer. The workflow runner will not be able to modify these details.

**Note:** If Configure Invitee is enabled, the workflow creator must provide at least one invitee's Name and Email/Phone Number. The workflow runner can add details for other invitees if not configured by the workflow creator.

#### V4 Workflow

1. In the **Invite** stage, open the dropdown at the top left of the invitee card — it lists all four roles. Select **Reviewer**.
2. Enter the reviewer's **Name**, **Label**, **Email**, and **Phone**.
3. Click **Assign Documents** and select which document(s) this reviewer should review.

#### Workflow Creation

1. In the **Invite** stage, open the dropdown at the top left of the invitee card — it lists all four roles. Select **Reviewer**.
2. Enter the reviewer's **Name**, **Label**, **Email**, and **Phone**.
3. Click **Assign Documents** and select which document(s) this reviewer should review.

The workflow creator has two options:

- Leave the **Name, Email Address and/or Phone Number** placeholders empty, allowing the workflow runner to enter these while running the workflow.
- Provide the Reviewer's details. Whether the workflow runner can modify them depends on the visibility and editability the creator sets on those fields using [Field Properties](https://knowledge.leegality.com/document-execution/workflows/v4/setup-configuration/field-properties).

> **Info — Note**
>
> - If the Record the Reviewer’s Response option is enabled, all security check information will also be mentioned in the audit trail upon document completion.
>     - Signing order is mandatory if at least one invitee is a Reviewer.

## Reviewer Journey  

1. The invitee receives a notification to review the document.
2. Click **Review** to be redirected to the Reviewer journey page.
3. Preview the document.
    - If you are the first invitee and the **Allow first invitee to fill** option is enabled for a template document, you can fill out the template fields before proceeding.
4. After reviewing, click **Proceed**.  
5. Complete OTP authentication, if required.  
6. Choose to either:  
    - **Approve** the document.  
    - **Reject** the document.  
7. Click **Submit**, check the consent box, and confirm the action by clicking **Approve Document** or **Reject Document**.

> **Info**
>
> If the Sender is the Reviewer, they cannot reject the document.

## Post Review

### Upon Approval 

- The next invitee in the signing order will receive their invitation.
- The sender will be notified of the approval.

### Upon Rejection

- The next invitee will not receive their invitation.
- The sender can manually activate the next invitee's invitation from the Details page if needed.
- On the Public Details page, the invitee card of the reviewer who rejected the document will display a View Message button (if the reviewer entered a message). Clicking it will open a side menu with:
    - The reviewer's message content.
    - Additional invitee-related information.

> **Info — eSign Credit Consumption**
>
> eSign credits are deducted when the document is approved. No credits are deducted if the document is rejected by a reviewer.