Saved on Jul 21, 2022
Tasks can be marked as completed after all client users have digitally approved the associated documents. The task status on the Tasks page will then be displayed as Approved.
Click Tasks in the top menu bar.
If you have more than one task to complete, select the checkboxes to the left of relevant task names and click Mark as complete.
Click Select the task that has an Approved status, and that you want to mark as complete. All the task's details are displayed.
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