Locate the loan either on the Dashboard or in the pipeline. In this example, the loan is on the Dashboard.

Click the blue pencil to access the task 

Click the eye icon to view the document in a new tab within the browser.

Click "Approve" if the document is satisfactory and the document will be auto indexed to the corresponding loan document type chosen for the type when the task was created. 

Click "Reject" if the document does not meet requirements. If the task is complete users can click the check mark for each task on the main tasks screen.

This is a guide that will show how to approve or reject a document uploaded by the consumer.

How to Approve or Reject a consumer document