How do I begin a review?

In the Reviews section of your Trust Center, you will be able to invite a client to a Review. When you invite a client to a Review, that Review will be listed on the Reviews page with the status Pending. When your client accepts the invitation via email, the Review becomes Active

👤 By inviting a client to a Review, you will also provide access to any Shareable or Requestable resources to the requesting user. One-click NDAs (if configured) will be required by default unless a bypass is implemented.

How to begin a review:

  1. Log into your Trust Center
  2. Go to the Reviews Section
  3. Click + New Review
  4. Provide the required information
  5. Click Invite