To save a referral and send it away for review:
- Click Add Referral and enter at least the minimum fields.
- Check the “Send to Default Reviewer” box to send the referral to the person listed as the default reviewer for your account
- Click Send for Review
- Uncheck the “Send to Default Reviewer” box.
- Click the black triangle in the Send for Review button to display a drop-down menu of reviewers.
- Click to select the appropriate reviewer.
- A green notification appears letting you know the draft referral saved and went to the selected reviewer.