Review Progress

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

To access these features, click 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

1. Click the Preview option to display a PDF preview of the document. 

2. Click the More icon to see additional options. 

3. Click Download to download the file. 

4. Click Delete to delete the file. 

5. Click View File Details to review document properties and upload details. 

6. Click the Requested Documents drop-down to view or edit the document request list categories assigned to the document. 

7. Review a list of Pending items; requested documents the client has not yet uploaded or categorized. 

8. Review an Overview of the document request list progress. 

9. Click Done to close the Review Progress window. 

Download Documents

1. Click Download Package to download all documents for the request OR

2. Click the Download Icon to see additional options. 

3. Click All to download all source documents OR

4. Click Newly Added to only download documents that have not been downloaded yet OR

5. Click 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

1. Click the More icon to see additional options. 

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

3. Click 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 allows you to 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. 

1. Click Documents to Review. 
2. Select Review Split File(s) OR
3. Select Inspect Duplicate Upload(s).

Review Spit File(s)

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

1. Click the file to review in the left panel. 
2. Review current DRL mapping. 
3. Review a specific page of the PDF. 
4. Select one or more pages to use the Move To function and recategorize the page(s). 
5. Click Split PDF to separate the document into separate files for download. 
6. Click Split All PDFs to split all PDFs into separate files for download. 

Inspect Duplicate Upload(s)

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

1. Click a File Type in the left panel. 

2. Click the File Name to preview that file. 

3. Click the checkbox next to one or more files to select them. 

4. Select Keep to retain the file OR

5. Click Delete to remove the duplicate file permanently. 

6. Click Save to keep or delete the selected files. 

7. Click Close to exit the Inspect Duplicate Uploads window. 

Custom Questions

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

Review and Download

1. Click the All Questions tab to review the current questionnaire, including answers. 
2. Click Download. 
3. Click Download as PDF OR
4. Click Download as CSV. 

Fill Questionnaire

1. Click the Unanswered tab. 
2. Click Edit for Client.
3. Begin answering questions. 
4. Click Save Changes to save any edits. 

Organizer

Review and download the organizer included with the request. 

1. Click the Organizer tab. 
2. Click a Bookmark to review that page. 
3. Click Download to download the completed or partially completed organizer. 

E-Signed Documents

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

1. Click the E-Signed Documents tab. 
2. Click a Bookmark to review that document. 
3. Click Download to download the completed or partially completed organizer.