How do I approve documents?

If an IC uploads a document or elects to hand sign both Openforce and you as the client will need to approve documents at times.

1. On the Enrollments grid, search for the name of the person who has a document you want to review.

2. When you have the person on your grid, click the Approve/Reject button.

3. Click the Review button.

4. Click the Review button.

5. After you have reviewed the document, you will then be given the option to Approve or Reject the document.