During a template's creation, the option to require a form to be reviewed by staff after client signature is only available for templates with the Client Signature Requested option selected.
Upon the client signature, the information column will switch from Needs Client Signature to Needs Staff Review. This status will be visible to all staff members and any staff member can review a document.
The staff member who added the document that required review will also find an alert for its review under their Alerts tab and under the Client Signature Documents Needing Review category.
Reject and Restart Document
When you need to reject a signed document for whatever reason, but still need the document signed, you'll check off the Restart Document box, insert a comment, and click Reject.
This will keep the rejected document listed under the History of Delivered Documents but it will now appear in red with the rejected status and reason listed. It will also place a fresh copy of the document in the Upcoming/Pending/Incomplete Documents and send it to the Client Portal/Staff App.
Reject Document
To reject a signed document, insert a comment describing why you need to reject the document and click Reject.
The document will then be listed under History of Delivered Documents but appear in red with the rejected status and rejection reason.
Accept Document
To accept the signed document, you only have to click Accept.
The document will then appear under History of Delivered Documents listed as completed.
