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Getting started with Propy’s Document Auditing
Approve or reject completed documents pending review.
Get Started
You can access the Audit by clicking on the folder icon on the right side of the screen. Once a deal document has been uploaded and signed, it needs to be reviewed and approved by the Transaction Coordinator, Auditor or the initiator of the transaction.
Review opens the document preview window. In it, the document can be reviewed and approved or rejected. If the document is rejected – a pop up appears where you will write the reason why the document wasn’t approved.