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Review progress

Show all hidden content.

This feature lets you review and download source documents uploaded by the client, organizer documents, and e-signed documents.

To access these features, select the Review Progress
option in the Action
menu for the delivered item.

Requested Documents

The Requested Documents
tab has many options available for you to review, download, upload, and classify source documents.

Review Received and Pending Items

Select the Preview
option to display a PDF preview of the document.

Select the More
icon for additional options.

Select Download
to download the file.

Select Delete
to delete the file.

Select View File Details
to review document properties and upload details.

Select the Requested Documents
dropdown to view or edit the document request list categories assigned to the document.

Review a list of Pending
items; requested documents the client hasn’t yet uploaded or categorized.

Review an Overview
of the document request list progress.

Select Done
to close the

Review Progress

window.

Download Documents

Select Download Package
to download all documents for the request.

Select the Download Icon
for additional options:

Select All
to download all source documents.

Select Newly Added
to download only documents that haven’t been downloaded yet.

Select Download Merged File
to merge all source documents into 1 PDF.

Select to download as the system default, by category sorted A-Z, or by category sorted Z-A.

Merged files will be bookmarked if possible.

Upload Documents or Print DRL

Select the More
icon for additional options.

Select Upload File(s)
to upload documents to the request on behalf of the client.

Select Print DRL
to print a copy of the document request list.

Documents to Review

The Documents to Review
option is available when the client uploads 1 PDF with multiple documents. This section lets you review, categorize, and split those documents. You can also review files the system has identified as duplicates. These options are not available if the documents have already been reviewed or if no duplicate files were uploaded.

Select Documents to Review
.

Select Review Split File(s)
OR

Select Inspect Duplicate Upload(s).

Review Spit File(s)

This option lets you separate pages from a single PDF upload so they can be downloaded separately.

Select the file to review in the left panel.

Review current DRL mapping.

Review a specific page of the PDF.

Select one or more pages to use the Move To
function and recategorize the pages.

Select Split PDF
to separate the document into separate files for download.

Select Split All PDFs
to split all PDFs into separate files for download.

Inspect Duplicate Upload(s)

This option lets you review duplicate file uploads and choose whether to keep or delete them.

Select a File Type
in the left panel.

Select the File Name
to preview that file.

Mark the checkbox for one or more files to select them.

Select Keep
to retain the file OR

Select Delete
to remove the duplicate file permanently.

Select Save
to keep or delete the selected files.

Select Close
to close the

Inspect Duplicate Uploads

window.

Custom Questions

The Custom Questions
tab lets you review the client's questionnaire in real time. You can review, download, or fill the questionnaire.

Review and Download

Select the All Questions
tab to review the current questionnaire, including answers.

Select Download
.

Select Download as PDF
or Download as CSV
.

Fill Questionnaire

Select the Unanswered
tab.

Select Edit for Client
.

Begin answering questions.

Select Save Changes
to save any edits.

Organizer

Review and download the organizer included with the request.

Select the Organizer
tab.

Select a Bookmark
to review that page.

Select Download
to download the completed or partially completed organizer.

E-Signed Documents

Review and download the e-sign documents included with the request.

Select the E-Signed Documents
tab.

Select a Bookmark
to review that document.

Select Download
to download the signed or partially signed documents.

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Review progress

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