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How can I review, accept or reject documents or uploads received via forms?
How can I review, accept or reject documents or uploads received via forms?
Jenny avatar
Written by Jenny
Updated over 4 years ago

To learn a bit more about setting up upload categories, visit this help article.

Reviewing Received Documents 

Once you have received some submitted forms with documents uploaded within them, you may want to start reviewing them. Go to Application documents.

Select with form you wish to see documents from:

This is where upload categories appear when reviewing documents.
You can see here that there are colour coded document blocks, this shows which documents have been rejected or accepted.

Accepting and Rejecting Documents

Once you have received multiple form submissions which include document uploads, you may want to start going through them to see if they are acceptable.

When you click on a document you will have 3 options: View/Accept/Reject.

If you select Accept or Reject, it will ask you to give a reason.


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