Quick Audit Multiple Files | Scribe

    Quick Audit Multiple Files

    • 0 step |
    • 22 seconds
      Click "Document Lists."
      Tip! How you set your "Sticky Filters" will already pre-filter the quick audit to *only* files with those filters.
      Adjust any filters, as needed.
      Be sure to choose "pending review" under Document Status to filter to only files with at least one document in pending review status.
      Click "Quick Audit."
      Navigate to the different files included in the preset filters in this section.
      Navigate to the different documents within the selected file in this section.
      Select to Approve or Reject the document & click Submit.
      Tips! Tip 1: Add commnet, if applicable and/or check "Notify Agent on Review Decision" if you'd like to notify agent on Review Decision. Tip 2: Check "Request Final Review" if you'd like the document to be sent for final review. For example, the document was approved by a Compliance but still needs broker approval.
      Alert! Once all documents have been reviewed, a pop up to send a recap email will appear. This is *optional* & can be skipped. In this example, let's skip.
      Click "Skip."
      Tip! Repeat steps until all files have been reviewed within quick audit.
      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe