Business proofs: prepare recipient and text before reviewing

By BACS Technologies

A commercial communication must be verifiable before sending. Preparing recipient, subject and text in the draft makes explicit what the manager will need to evaluate.

Create a new request

1. Open New Request from authorized workspace.
2. Select the product context and prepare readable recipient, subject and text.
3. Re-read the company references and only use authorized attachments and contact details.
4. Save the draft to complete your review before requesting a decision.

Change recipient, subject and text

1. Open an editable request and verify that it is the correct version.
2. Updates the readable fields of the recipient, subject and body of the message.
3. Please note that changing content or recipient creates a new version and cancels the current approval.
4. Save and compare the preview before submitting the request for review again.

Putting this into practice

If you change the audience or content after an evaluation, repeat the intended review path. The approval must refer to the actual version you intend to use.

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