Client Instructions Pending Approval

In this article we will go over 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 being published.

• How to Approve Client Instructions Pending Approval

How to Approve Client Instructions Pending Approval

To approve client instructions pending approval:

1. Go to Instructions menu and select Client Instructions Pending Approval.

2. Click Edit icon

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

By selecting approved it will be publish the Instruction (please remember to synchronize when using M-POST). 

Selecting refuse it will cancel the post order. 

NOTE: If you require your client instructions to bypass approvals please contact your Customer Success Manager or support@trackforce.com