Informing the client
Let the client know they need to update their submission by logging into their app.
Explain that they must add any missing documents to complete their flow.
What to ask the client?
Log in to their app: They should use their credentials to access their account.
Locate sent flow: Find the flow that needs updating.
Tap on 'Upload document': Add any extra supporting files.
Client notifying you of the updates
Once the client has added the necessary documents, they must inform you. This lets you know that the submission is now complete and ready for re-evaluation.
Requesting a re-run
Only admins are authorised to request a re-run. If you’re an admin:
Reach out to us: Contact us to request a re-run of the flow. Provide any necessary details about the submission and the added documents.
Any client issues?
If the client encounters difficulties uploading the documents, instruct them to contact us directly at [email protected] for assistance.
Important note
This process is exclusively for admins. Ensure that only admins make the request to avoid any delays or complications.
By following these steps, you ensure that all required documents are properly included and processed, helping to maintain a smooth workflow and accurate results.