Peer review, release and the final PDF

Approval is controlled, every change is logged, and what the client gets is exactly what you attached.

1. When a report is ready, Submit for peer review on the Report tab.
2. Only the assigned peer review valuer or an admin can approve. They approve, or return it for changes; every status change is logged with who and when.
3. After approval, Mark released. The app asks you to attach the final report.
4. If you edited the draft in Word (most do), finish in Word with File > Save As > PDF and attach that PDF: clients cannot alter a PDF, and the client link and email deliver this exact file.
5. If the generated report needed no edits, choose use the system-generated report instead.
6. Need to correct it later? Replace final report swaps the file behind every existing client link immediately.