Generate PDF

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

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 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 Details

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.