Step 9 - Approve or Reject Document Requests for Evidence Collection

How to Approve or Reject or Respond a Submitted Document Request

You will receive an email notification that a document has been submitted for approval. Click on the link in the email notification or the link in your Dashboard to access the Document Request record that you need to approve.

The link will take you to the Document Request record.

1. You can review the data/document/information provided in the Document Response Section (1). Click on the attachment or URL link to view/download.

Review Attachments or URL Link (1)

2. You have the option to respond by approving or rejecting the submission in the Approval Process section (2)

Approve or Reject (2)

1. You also have the option to Comment, prior to Approving or Rejecting, or when approving or rejecting the Document.
2. Prior to approval Use the Comment Section (3) to add a comment.
   • Click on Add Comment
   • Use “@” to bring up a list of users and select the appropriate user (4).  The user will be notified via email and in their Dashboard and will be able to respond and provide attachments in the comments section.

Add a Comment (3)

(4a)

4(b)

OR Use the Comment box provided to comment when approving or rejecting evidence (5)

1. Why & what happens when a Document Request is rejected.

 If the evidence owner response is incorrect or insufficient, new, or additional evidence can be requested by rejecting the Document Request.

1. When rejecting a Document Request, be sure to comment to provide guidance why the document request was rejected and what the evidence owner needs to do to complete the transaction (i.e. what was wrong with the submitted evidence and what should the evidence owner provide to complete the process?).

1. When a Document Request is rejected, the evidence owner is notified, and the comment provided.

1. The evidence owner may now click on the link and, based on the comment, provide additional/supplemental evidence and re-submit.
2. The status of the Document Request will show as “Re-open” in the record and all list views/dashboards.
3. The rejection comment is also tracked and visible in the record.

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