Documentation statuses
It is important to know what to do in any state our documentation may be in.
Oriol Lopez
16 steps
3 minutes
Smartosh
1
Access the documentation sections to view the status of each document requirement
Requested
2
When you find a document with the status "Requested", it means a document is being requested from you and you must upload it. Requests occur for: - Documents requested from you for the first time - Previous rejections that require you to upload a new document - Updates to documents that are about to expire or have already expired
3
Identify what is required, enter an issue date, upload the document in the space provided and finish by clicking "Attach".
4
The request will change its status to "Pending acceptance / review" by the client's validator and will no longer require any action on your part.
Pending acceptance / review (to sign)
5
When you see a document marked "Pending acceptance/review (to sign)", it means a document has been sent to you and you must accept and sign it. These submissions are usually informational documents and documents about specific risks that the parent company sends to you and that it is important you are aware of.
6
The system will preview the document so you can review it and accept it using the Accept and sign option.
7
From the "View document" icon you can preview the document without going to the signature page.
8
This would be an example preview.
9
The submission will change its status to "Accepted" and will no longer require any actions on your part.
Accepted
10
When you find a document in the "Accepted" status, it means the main company has already approved your document or you have accepted the one they sent you. From the "View document" icon you can preview the document."
11
This would be an example preview.
12
If, instead of viewing it on screen, you want to have it physically on the device, you can download it using the "Download" option.
Cancelled / Not applicable
13
Sometimes we are asked for non-mandatory documents that do not apply to the employee concerned or are not binding on the activity.
14
In those cases, you can indicate it to the main company with the "Not applicable" option
15
Specify the reason why it does not apply so that a record is kept.
16
The request will change its status to "Cancelled / Not applicable" and will no longer require any action on your part.
Depending on your client's configuration, your "Not applicable" request will likely need further validation and ratification by the parent company. In this case, the request will change to status "Pending acceptance/review (sign)" and, when it is accepted or rejected, will change to "Cancelled/Not applicable" or "Requested", respectively.
Documentation statuses
It is important to know what to do in any state our documentation may be in.
Oriol Lopez
16 steps
3 minutes
Smartosh
1
Access the documentation sections to view the status of each document requirement
Requested
2
When you find a document with the status "Requested", it means a document is being requested from you and you must upload it. Requests occur for: - Documents requested from you for the first time - Previous rejections that require you to upload a new document - Updates to documents that are about to expire or have already expired
3
Identify what is required, enter an issue date, upload the document in the space provided and finish by clicking "Attach".
4
The request will change its status to "Pending acceptance / review" by the client's validator and will no longer require any action on your part.
Pending acceptance / review (to sign)
5
When you see a document marked "Pending acceptance/review (to sign)", it means a document has been sent to you and you must accept and sign it. These submissions are usually informational documents and documents about specific risks that the parent company sends to you and that it is important you are aware of.
6
The system will preview the document so you can review it and accept it using the Accept and sign option.
7
From the "View document" icon you can preview the document without going to the signature page.
8
This would be an example preview.
9
The submission will change its status to "Accepted" and will no longer require any actions on your part.
Accepted
10
When you find a document in the "Accepted" status, it means the main company has already approved your document or you have accepted the one they sent you. From the "View document" icon you can preview the document."
11
This would be an example preview.
12
If, instead of viewing it on screen, you want to have it physically on the device, you can download it using the "Download" option.
Cancelled / Not applicable
13
Sometimes we are asked for non-mandatory documents that do not apply to the employee concerned or are not binding on the activity.
14
In those cases, you can indicate it to the main company with the "Not applicable" option
15
Specify the reason why it does not apply so that a record is kept.
16
The request will change its status to "Cancelled / Not applicable" and will no longer require any action on your part.
Depending on your client's configuration, your "Not applicable" request will likely need further validation and ratification by the parent company. In this case, the request will change to status "Pending acceptance/review (sign)" and, when it is accepted or rejected, will change to "Cancelled/Not applicable" or "Requested", respectively.
