Set tasks as complete

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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.

To set a task as complete

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.
Select the task that has an Approved status, and that you want to mark as complete.
All the task's details are displayed.
Click Mark as complete.
Your tasks list is updated, and the selected task is moved from Open to Completed.

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