What actions for a rejected document?

Modified on Mon, 10 Oct, 2022 at 9:48 AM

Feature reserved for the accounting firm's practitioner

If documents has been rejected, it is possible to :

Keep the current version of the document
Update the document

Keep the current version

Select the approval request
Click on “Review Documents”
Select the rejected document
Click on “Keep existing version”
Write a reason for rejection
Click on “Save”

Update a document

Select the approval request
Click on “Review Documents”
Select the rejected document
Click on “Upload a new version”
Drag and drop the new document
Write a comment if necessary
Click on “Save”

It is also possible to update the document directly from the application Documents. This update will automatically applied to the approval request.