Document Checklist Action Buttons
9 steps
38 seconds
Navigate to a Document List
1
On the Dashboard, click on Document Lists to view all available lists
2
Locate the Document List you want to take action on. Then, click the corresponding icon in the Action column to proceed.
Upload a Document to its Designated Placeholder
3
Select this option to upload a document directly into a checklist placeholder
Waive a Document that is not Required
4
Select this option to mark a document as waived
5
Click "Yes" to view waived documents
6
Select this option to mark a waived document as required again
Approve or Reject an Uploaded Document
7
Select this option to review an individual checklist item
8
Select this option to remove or reject a previously approved document
Access the Log History of a Document
9
Select this option to view the log history of a document
Document Checklist Action Buttons
9 steps
38 seconds
Navigate to a Document List
1
On the Dashboard, click on Document Lists to view all available lists
2
Locate the Document List you want to take action on. Then, click the corresponding icon in the Action column to proceed.
Upload a Document to its Designated Placeholder
3
Select this option to upload a document directly into a checklist placeholder
Waive a Document that is not Required
4
Select this option to mark a document as waived
5
Click "Yes" to view waived documents
6
Select this option to mark a waived document as required again
Approve or Reject an Uploaded Document
7
Select this option to review an individual checklist item
8
Select this option to remove or reject a previously approved document
Access the Log History of a Document
9
Select this option to view the log history of a document
