Dispatch the FS portal link

Who does this: FS Reviewer · Senior Accountant · Platform Admin When: The DOCX is ready and you want the client approver to sign off (or request revision) before publication. Result: A PortalInvitation row, a magic-link email in the client's inbox, and an activity-log entry.

Before you start

• [ ] Engagement at NOTES_COMPLETE with at least one DOCX export (see Export the DOCX).
• [ ] Client has at least one active contact with canApprove = true.
• [ ] You hold MANAGE_FS_ENGAGEMENT.

Steps

1. Open the engagement detail page.
2. Click Send to client for review.
3. Pick the approver contact from the dropdown (only contacts with canApprove = true appear).
4. Submit. The handler creates a PortalInvitation with 30-day expiry and enqueues the outbound email.

How to know it worked

• One email in Mailpit (dev) or the client's inbox, subject Financial statements ready for review: {Legal Name} {Financial Year}.
• The activity log shows fs.client.review_requested.
• The engagement detail page shows the outstanding invitation with the expiry timestamp.

Common situations

If you see…	It means…	What to do
400 reason: "no_approver_contact"	The client has no canApprove = true contact	Open the client → Contacts; add one
Email didn't arrive	Mail delivery issue	Check Outbox; resend if stuck. See Verify an email was sent
Magic link expired before the client opened it	30 days passed	Re-dispatch; the previous invitation is invalidated

Related runbooks

• FS-08 userflow
• Handle a revision request
• Verify an email was sent