Quick Audit Multiple Files | Scribe

    Quick Audit Multiple Files

    • Brokerage Engine |
    • 8 steps |
    • 22 seconds
      1
      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
      2
      Click here.
      3
      Click "pending review" to filter to only files with at least one document pending review
      4
      Click "Quick Audit"
      5
      Navigate to the different files included in the preset filters in this section
      6
      Navigate to the different documents within the selected file in this section
      7
      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.
      8
      Click "Skip"
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      Tip! Repeat steps until all files have been reviewed within quick audit