This guide is for client staff who review documents in their own ComplyFlow account. If you are a Contractor waiting for a document to be approved, see "When will my document be approved?" in Uploading Documents and Photos.
Most documents are reviewed by the ComplyFlow team. If your organisation reviews some documents itself, they appear on your organisation's dashboard. Follow the steps below to review or transfer them.
1. Select Review Document.
2. The Review Document panel opens on the right side of the screen. Review the document details, then complete the following steps.
a. Select Download to review the document.
b. Check the dates that the Contractor has entered.
c. If the expiry date is incorrect, select the calendar icon and choose the correct date.
d. If the date is correct, check the Expiry date is correct box.
e. If the document category does not require an expiry date, check the No Expiry box.
f. Enter any comments before you approve or reject the document. If you reject it, your comments are sent to the uploader.
g. Select Approve or Reject.
If you approve the document, it becomes active for the entity.
If you reject the document, it's returned to the uploader to fix based on your comments, and stays outstanding until a new document is approved.
All rejected documents appear in the entity's history table.
3. To transfer the document to another Staff User for approval, select Transfer Approval.
4. This allows you to:
a. Select the Staff member’s name from the drop-down menu to whom you want to transfer the document review.
b. Enter a comment in the Comment field.
c. Select Transfer to complete the process.
5. If another Staff User transfers a document to you for approval, you'll receive an email alert and the document will appear on your dashboard.