Both the administrator and advisor approval functions work the exact same way. As such, the instructional video below pertains to both administrators and advisors.
Once the final signatory signs and approves the form, the form’s status will change to REQUIRES ADVISOR APPROVAL. All forms requiring approval will be listed in the Responses tab under the Status column.
From the Responses tab in the left-hand sidebar, click on the response that has the status REQUIRES ADVISOR APPROVAL.
You can either APPROVE, REJECT, RESEND, or VOID the document.
You can fill in the customized message that you’d like to send with the workflow, then click on RESEND.
The status of the form will automatically change from REQUIRES ADVISOR APPROVAL to REQUIRES APPROVAL. Once the admin approves the form in the Admin Portal the status will change to APPROVED.