Document Request Section

Efficiently access and organise your requests within a well-structured, scrollable table. Apply filters such as Date, Description, and Status to pinpoint precisely what you require, be it an open item

Steps to Navigate:

1. Go to Business Module > Click on Open Items > Document Requests

2. When the user clicks into the document, a sidebar on the right side will appear.

  1. Add a document by selecting 'Add Document' icon or drag n drop the file.

  2. Add notes if required.

  3. Click on 'Mark as Reviewed- Review Next' tab

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