PDF

The Generate PDF button will open up a PDF copy of the form

Note: Depending on the form it will be located below the tabs or directly above i

Reset

This will clear information on the current page as well as on other tabs (entire form). 

Note: Usually Reset is applicable during initial submission of the form. Once the workflow is launched, Reset button may not be used. 

Save

The Save button will save your progress, however it will not save any attachments

Submit

This Submit button (at the bottom of the form) will submit the form and continue the workflow of the form

Tabs

To navigate through the different sections of the evaluation, click on the side tabs

Submit

This action acknowledges that you reviewed the information and are approving the form

Submit Comments

The information entered in the Comments(Optional) field is visible only until the workflow is active

It is visible in 2 places as shown below:

Task Panel

Workflow Comment Section

Reject

This action will return the form back to the preparer (for revisions, if applicable) and the workflow / signature process will start over

Cancel Request

This action allows for the preparer to cancel the form entirely

Delegate

This action allows for the optional reviewer, fund source, etc. to delegate a signature to someone else

The workflow process is predefined, as such this feature should not recommended

Task Details

The page will default with the Task Detail panel open

For viewing ease, you can close it by clicking on the double arrow caret