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How do I accept a Form A?

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Written by John Baisley
Updated over 2 months ago

How can I accept a Form A?

Once you have reviewed the form you can right click on the form line and click on "Accept" in the drop down menu.

Alternatively, the form can be accepted while it is open by clicking the "Accept" button located to the left of the form.

Confirm the Verified Percentage and choose a "New Assigned Stream" Type (if required) from the drop down options. Enter an optional comment before clicking the "Accept" button to confirm the action.

Can I bulk Accept submitted Form As?

More than one form can be accepted at a time be clicking the check mark boxes beside the Form As.

Once you have selected all the forms you wish to accept, click the "Accept" button located on the top of the screen.

Confirm the verified percentage and enter an optional comment before clicking "Accept" to confirm the action.

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