> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/onboarding-and-reviewing/review-management/send-account-for-review.md).

# Send Account for Review

Learn how to send a client account for review.

## Overview

Once the account profile has been fully completed by the Account Manager, it receives the status **Ready to Review** and becomes visible in the **Accounts table** to users with review permissions – \
for example, Compliance Officers.

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FsyDhJxT2e9GR9MeDiLco%2F20250827.png?alt=media&amp;token=3005ca83-6499-43ec-be3d-0a75f0ed613e" alt=""><figcaption></figcaption></figure>

## Sending for review

You may assign a specific user to review the account. To do so:

{% stepper %}
{% step %}

#### Open the account from the **Accounts page**

Go to the **Applicant tab** and click **Send.**

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2F5Uc7Nn2eKp3nxQBlojmx%2F1-9.png?alt=media&amp;token=89a449db-a016-4faf-b339-ab2a37956e33" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Select the reviewer

A confirmation window will pop up. Select the reviewer and click **Send to review**.

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FbHLg4rE7vLfJQacMzYzw%2F20250829.png?alt=media&amp;token=957de05d-d8ee-4538-8971-e6f8403c55d3" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Notifications

As soon as an account is sent, users with review permissions will receive a notification letting them know that a new profile is awaiting their attention.
