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!
Step 1. Activate the option for an item to be marked as not applicable
In order to enable this feature, you must first activate the option in your process.
- Go to Configuration>Client Profiles
- Activate the option and confirm
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
Step 2. How to mark a line item as not applicable
- Go to your live application
- Click on the 'Dropdown arrow ▼' next to the 'Show files' button
- Click on Not applicable
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
📌 Reverting a not-applicable element
- Go to your live application
- Head over to the line items that were manually or automatically marked as not applicable
- Click on the 'Dropdown arrow ▼' next to the 'Show files' button
- Click on Mark as Applicable
ⓘ Activating this option will allow end-users to mark line items of your checklist as not applicable