Feature reserved for the accounting firm's practitioner |
If documents has been rejected, it is possible to :
- Keep the current version of the document
- Update the document
Keep the current version
- Select the approval request
- Click on “Review Documents”
- Select the rejected document
- Click on “Keep existing version”
- Write a reason for rejection
- Click on “Save”
Update a document
- Select the approval request
- Click on “Review Documents”
- Select the rejected document
- Click on “Upload a new version”
- Drag and drop the new document
- Write a comment if necessary
- Click on “Save”
It is also possible to update the document directly from the application Documents. This update will automatically applied to the approval request. |
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