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adding a REVIEWED tab on the check list

Posted 2 months ago by Billie Skiles

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Billie Skiles

Hi Skyslope 

. I’d like to request an enhancement to our current document checklist workflow.

At the moment, our checklist includes the following status options:

  • Accept

  • Reject

  • Upload

To improve our internal process and better separate document review from final approval, we would like to introduce a “Reviewed” status. This would allow staff or agents to mark documents as reviewed and ready for the Supervising Broker to give the final "Accept" decision.

✅ Suggested Workflow Update:

StatusPurpose
UploadDocument has been submitted and is awaiting review
ReviewedDocument has been reviewed and is pending final approval by the Broker
AcceptDocument is approved by the Supervising Broker
RejectDocument is not acceptable and needs to be corrected or replaced

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