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Review a Document Sent for Compliance Review
Review a Document Sent for Compliance Review

Approve or reject a document sent for review.

Jointly Support avatar
Written by Jointly Support
Updated over a week ago

Once an agent has submitted a document for review, the reviewer will receive an email notification with a link to the pending documents.

  1. Click on the "PENDING REVIEW" button to start the review process.

  2. Approve or reject the document.

If a document is rejected, you will be prompted to add a reason for the rejection and if you want to notify the agent.

Once saved, the reason for the rejection will appear under the Document Notes section.

The note can be pinned to the top of the Document Notes section or deleted by clicking the 3 vertical dots.

Once reviewed, the status of the document will show as Approved or Rejected.

A reviewer has the option to:

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