Submission Details
1 min
The Submission details page contains important information about the Submission. You can see on the Submission details page the Submission Details on the right and the Document Viewer on the left.
The main document status appears on the left side of the Document Viewer. This informs you whether the main document has been successfully uploaded and parsed.
On the right hand side of the screen are Norm’s platform components:
- Review: recommended Comments for suggested language (promissory and/or over-exaggeratory), content revision, and informational tasks.
- Disclosures: required actions for company-specific or regulatory driven Disclosures.
- Substantiation: details needed to verify statements.
You can navigate within a submission via the tabs on the right handside:
- Approvals: where reviewers for single and multi-step review processes can be added/replaced for. Reviewers added can be made optional or mandatory and can either be individuals or teams.
- Audit log: to follow along changes (acceptances, dismissals, comments) made to the Submission.
- Documents: where all Submission versions exist, in addition to all supporting documents uploaded for Substantiation. This is also a tab that supports version Comparison.
- Submission form details: Any information present/chosen in the Submission form.
Workflow actions:
- Upload New Version: Enables you to upload updated files within the same Submission form. Submitters will typically do this once they action reviewer Comments. This action also allows you to compare file versions with a redline verifying changes between the versions.
- Mark as Requires Revision: Enables you to pass the Submission along the review workflow. Reviewers will typically do this to indicate their revisions are in place. Note that the Submitter isn’t notified that the Submission is in their queue until “Request Revision” is clicked.
- Approve: Enables the Reviewer to signal when they have reviewed and approved the Submission. This status will appear in the Submission Dashboard. Note that you cannot change a Submission's status back to "Open" once you have marked it as “Approved”.
- Submission Form Actions: Editing, sharing, and archiving of Submissions.
Finally, when it comes to reviewing a Submission, the Excerpt Navigator provides a streamlined process for reviewing Comments provided by the AI agents:
- How to navigate the Excerpt Navigator:
- Previous Excerpt will take you to all Comments flagged by the AI agents tied to the former excerpt.
- Next Excerpt: will navigate to all following Comments flagged by the AI agents tied to the next excerpt.
- Norm “N”: allows you to navigate all Comments with the “N” without needing to click “Next Excerpt” or “Previous Excerpt”.