Document Approval is a controlled approval tool allowing brokers, managers, and leaders to quickly review and approve files securely from any internet connection. Real Estate professionals can identify at a glance which documents are ready for review, approved, or in need of changes.
All professionals (Agent, Transaction Coordinator, Agent Assistant and Broker users) can request a document's approval. This flags the document as Needs Approval with a visual icon and allows the user to record a comment about the document.
Your Site Administrator can grant any professional user permission to either approve or not approve documents. Only users that have this permission will be able to approve or not approve documents. Both Approved and Not Approved display a visual icon and comment. This enables your brokers and managers to more efficiently oversee your agent's transactions.
If you are a Site Administrator and need to grant a professional user permission to approve or not approve documents, please read Knowledge Base Article KBA-01379.
Solution
Follow the steps below:
Step 1: Open the transaction that contains the document you wish to change the document approval status on, and click on the Documents tab:
Step 2: Click on the current document approval icon, then select the new document approval state. Then enter a comment for your own reference, or for other professional users on your site, and click the Ok button:
Please Note:
Only certain users have the ability to mark documents as approved or not
approved. If you need this permission, please contact your Site Administrator and
have him or her update the User Manager by checking off the Document Approval box
in your User Information.
There are four approval states for documents:
Clear
No one has defined an approval status for this document yet.
Needs Approval
This document needs to be approved.
