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Solicitation view

In
Solicitation
view, you can view individual solicitations.To access this view, in
Solicitation management
, select
Solicitation
from the
Show
:** drop-down menu..
tip
To narrow down your results, select a validation period from the
Within document validity period
drop-down menu or use
Search
to find records in any column of the grid.
Column
Description
Solicitation title
Select a solicitation link in this column to open a screen where you can manage the details of an individual solicitation.
Status
The status of the solicitation will indicate the actions you need to take:
  • Action Required:
    the client has responded and is awaiting your decision.
  • Complete:
    all steps have been finished successfully.
  • Not Completed:
    the solicitation is still pending information.
  • Past Due:
    the solicitation has not been completed and has exceeded the due date.
  • Rejected:
    the solicitation has been declined.
  • Sent:
    awaiting the client's response.
Completed FTAs
The number of FTAs part of the solicitation and how many you've completed.
Completed Products
The number of products you completed from the solicitation.
Due date
The deadline for completing the solicitation.
Messages
Select
message
to send messages to the client. You'll see a green badge on the icon when you receive a message from the client.