This article will review how to approve client instructions pending approval.
If you have chosen for your client to have access to post instructions, then by default, all client-posted instructions require approval before publication.
- How to Approve Client Instructions Pending Approval
How to Approve Client Instructions Pending Approval
To approve client instructions pending approval:
1. Go to the Instructions menu and select Client Instructions Pending Approval.
2. Click the Edit icon
3. At the bottom of the new page, you will have two options: Refuse or Accept
Accepting the instruction will publish it (please remember to synchronize when using m-POST).
Selecting refuse will cancel the post order.
NOTE: If you require your client instructions to bypass approvals, please contact your Customer Success Manager or firstname.lastname@example.org