Quick Audit Multiple Files | Scribe

    Quick Audit Multiple Files

    • 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 *only* files with those filters.
      2
      Adjust any filters, as needed.
      3
      Be sure to choose "pending review" under Document Status to filter to only files with at least one document in pending review status.
      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 & click Submit.
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      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.
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      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.
      8
      Click "Skip."
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      Tip! Repeat steps until all files have been reviewed within quick audit.