Outcome
You will complete a documented final pass covering facts, financials, media, design, contacts, links, and access-sensitive content.
Navigation path
Document Wizard > Review & Customize
Access
Available to users who can review the document. Final release authority follows company policy.
On this page
What you will accomplish
Goals
- Catch factual inconsistencies
- Catch visual and access problems
- Approve only the latest saved output
Four-pass final review
Separate review passes reduce the chance that visual polish hides a factual error.
Facts and calculations
Narrative and disclosures
Images and design
Links and delivery
- Facts and calculationsNarrative and disclosures
- Narrative and disclosuresImages and design
- Images and designLinks and delivery
Before you start
Data, sources, and access to prepare
- All source sections saved
- A named person responsible for final approval
- Access to the original property and financial sources
Prepare these details
- Close unrelated editing tasks
- Open the latest source files beside CREBuilder
- Use a desktop-sized preview
- Assign a second reviewer when company policy requires one
Complete the task
- 1
Review factual identity
Review & Customize > cover and summaries
Compare the property name, address, transaction, price, and headline facts with the approved source.
Expected result: The identity is consistent across opening pages.
If this does not happen: Return to the owning wizard field for any conflict.
- 2
Review calculations
Review & Customize > financial pages
Compare one financial page at a time with the approved analysis source.
Expected result: Totals, periods, units, and calculated metrics reconcile.
If this does not happen: Correct inputs in the financial wizard instead of typing over output.
- 3
Review narrative
Review & Customize > narrative pages
Read one page as the intended audience.
Expected result: Claims are specific, supportable, and free of unresolved placeholders.
If this does not happen: Edit the narrative source and save it before continuing.
- 4
Review media
Review & Customize > visual pages
Inspect every image, map, logo, and plan at normal viewing size.
Expected result: Media is sharp, relevant, correctly cropped, and correctly attributed.
If this does not happen: Replace or remove the source asset when quality is inadequate.
- 5
Review contacts and disclosures
Review & Customize > contact and legal pages
Compare names and required language with approved records.
Expected result: The intended contacts and disclosures are present.
If this does not happen: Update Profile, Contacts, or Confidentiality as appropriate.
- 6
Review the page sequence
Review page strip
Read the visible page titles from first to last.
Expected result: The sequence is complete and coherent.
If this does not happen: Restore a required hidden page or move an out-of-sequence page.
- 7
Approve the saved state
Review & Customize
Record approval only after the save state is complete.
Expected result: The document is ready for a fresh output.
If this does not happen: Repeat affected review passes after any later edit.
Final quality matrix
| Review area | Fail condition |
|---|---|
| Facts | Conflicting names, addresses, dates, areas, prices, or statuses |
| Financials | Unreconciled totals, wrong periods, or mixed units |
| Narrative | Placeholders, unsupported claims, or duplicated copy |
| Media | Broken, blurry, irrelevant, confidential, or wrongly cropped assets |
| Design | Overflow, unreadable contrast, accidental hidden pages, or broken order |
| Delivery | Old PDF, untested link, or incorrect public access |
Verify before you finish
- All four review passes are complete
- Every issue was corrected at its source
- The final page sequence is approved
- The document save state is complete
- A new PDF or publication check will follow approval
Troubleshooting and next steps
Review changes continue after approval.
Likely cause: Another collaborator may still be editing or an issue was found late.
- Withdraw the prior approval.
- Wait for the new save.
- Repeat every review pass affected by the change.
The source of an incorrect value is unclear.
Likely cause: The template may reuse structured data across several pages.
- Use the page edit action when available.
- Search the wizard for the matching field label before altering narrative.
Final verification
- Review & Customize > visual pages: Media is sharp, relevant, correctly cropped, and correctly attributed.
- Review & Customize > contact and legal pages: The intended contacts and disclosures are present.
- Review page strip: The sequence is complete and coherent.
- Review & Customize: The document is ready for a fresh output.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.