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How to Review a Document

Learn how to review a document in the Veratrak platform, and either accept or decline it.

M
Written by Matt Williams
Updated over 3 years ago

1 - Navigate to the relevant workspace, with the relevant workflow tab open:

  • You can download the latest version of the uploaded document by selecting 'Download Latest'

2 - Select 'Review & Accept'

3 - Observe the review modal. Select either 'Accept' or 'Comment & Decline'

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Accept

  • To accept the document, select 'Accept'

  • Once the file is accepted, observe the update in the Workflow Activity panel, and that the next step is eligible for completion.

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Comment & Decline

If declining the document, a rejection message, of at least 3 characters, is required

  • Optionally, you can attach a document during a rejection. To add an attachment to the rejection, select 'Add Attachment' and select a file from your device.

Once completed, select 'Decline'

  • Once the file is declined, observe the update in the Workflow Activity panel, and that the original upload step is active again.

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