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
Cancelling completed steps
Assuming that you want to remove altogether one of the files attached to a step. You can do so by removing the files associated with the step. This way, the entire step will go back to the 'missing' step (aka red pill status).
Please note that this doesn't apply to a signed document. Once signed, you'll need to prepare another contract and display it for signature.
Cancelling approvals
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.
Comments
1 comment
I feel like I might be going a bit crazy, but wasn't there a way to actually reject document submissions before? It's so complicated now and cumbersome. I would like the ability to just select between "approve" and "reject" so that my clients aren't getting confused. I leave comments, but when looking at it from the client point of view, it still shows the status as pending review.
I've created custom statuses to show "rejected" but like I said, it's...cumbersome.
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