Review and approve a checklist

When every required document is in, the checklist is ready for review. A partner or manager approves it.

1. On Today, a client whose documents are all in shows Start review. Press it, or open the checklist.
2. Open each file. If one is wrong, choose the reason (another month, not readable, pages or accounts missing, not what was asked) and press Send back. The client is asked again in their language.
3. Clear a flag on a file the checks marked, once you have looked at it.
4. When the team member is done, a partner or manager presses Approve and complete.