If you see a document on your dashboard that you did not create, here’s what you need to know:
Why It’s There
- Documents may appear on your dashboard that require your attention, even if you did not create them. This is part of a workflow process and the user who sent this document needs your input.
What You Should Do
- Review the document to understand what action is needed from you. This may involve approving, rejecting, or commenting on said document.
- If you’re unsure why the document is there or what’s required, consider contacting the user who assigned it. You can locate who that would be by using the warrant notes tab when viewing the document.
If you have further questions or need assistance, please contact our support team @ (225) 267-8688
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