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