Client Instructions Pending Approval

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.

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2. Click the Edit icon

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3. At the bottom of the new page, you will have two options: Refuse or Accept

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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








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