While submitting information as part of a process, stakeholders or team members can mark a document, file, or line item as Not applicable to the stakeholder's situation. Let's discover how!

Activating this feature in a process

In order to enable this feature, you must first activate the option in your process.

1/ Go to your process and click on Configuration>Client profiles In the sidebar

2/Activate the Exemptions

Activating this option will allow end-users to mark line items of your checklist as not applicable

Marking a line item as not applicable (admin)

While processing an application, you or your teammates will then be able to mark a line item as not applicable.

When is this useful?

• You received the document or file through another channel

• The document is not needed anymore

• The situation or profile of your stakeholder makes this requirement obsolete

How to mark a line item as not applicable as an admin?

1/ Go to your live application

2/ Click on the 'Dropdown arrow ▼' next to the 'Show files' button 

3/ Click on Not applicable

Reverting a not-applicable line item (admin)

While processing an application, you'll often notice strike-through line items. This can occur for 2 reasons: 

• Your stakeholder marked them as not applicable to their situation

• You added to your process either a conditional display or rules that automatically removed the documents/files that are not applicable

How to revert the status of a not-applicable line item?

1/ Go to your live application

2/ Head over to the line items that were manually or automatically marked as not applicable

3/ Click on the 'Dropdown arrow ▼' next to the 'Show files' button 

4/ Click on Mark as Applicable