How to approve/reject submitted information

If you want to stay on top of your work and also reassure your clients, the approval feature is for you.

It helps you stay up to date regarding your client management process:

• You know what's been done and what needs to be reviewed as part of the application process
• Your client will be happy to follow up on the application throughout the weeks
• When you export your application, your export folder will be clean and accurate

Approving completed steps 

• Go to a live application

• Scroll to a step with the Pending Review status and click on the Show files button

• Hit the 'Approve' button 

Rejecting on wrong files or incomplete steps

• Go to a live application

• Scroll to a step with the Pending Review status and click on the Show files button

• Hit the 'Comment item' button on the left and add your comment

If you've already approved a step and want to cancel the approval, you just need to click on the link 'Cancel approval' to move the step back to 'Pending' and allow recipients to take further action on this step.