Document Approval is a controlled approval tool allowing brokers, managers, and leaders to quickly review and approve documents in your relay® transactions. Users can identify at a glance which documents are ready for review, approved, or in need of changes.
Step 1:
Open the transaction and click on the Documents tab.
Step 2:
Next to your document name click on the Sell Side Status or Buy Side Status column (depending on which side of the transaction you represent).
Step 3:
From the selection box, choose an approval status, add a comment, then clickOK.
Step 4:
The Sell/Buy Side Status column will now indicate the chosen status of the document with an icon. Each status has a different icon. This allows users to see at a glance which documents need their attention. Hovering over the icon will allow you to view the comment for the status.
Your transaction list will also indicate any transactions which contain documents flagged as "Needs Approval", with an icon next to the transaction ID number.
All professionals (Agent, Transaction Coordinator, Agent Assistant and Broker users) can flag a document as Needs Approval, however only users who have been given document approval permission to can mark a document as Approved or Not Approved.
Administrators, please refer to "How to enable document approval for a user" to learn how to give a user permission to this feature.
