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Quick Audit Multiple Files
Brokerage Engine |
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22 seconds
Click "Document Lists"
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Tip!
How you set your "Sticky Filters" will already pre-filter the quick audit to just files in these filters with document pending review
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Click here.
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Click "pending review" to filter to only files with at least one document pending review
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Click "Quick Audit"
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Navigate to the different files included in the preset filters in this section
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Navigate to the different documents within the selected file in this section
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Select to approve or reject the document
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Alert!
After all documents currently in pending review for that specific file you will see a pop-up option to send a recap email. You can either send or skip as desired.
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Click "Skip"
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Tip!
Repeat steps until all files have been reviewed within quick audit
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