Approving documents sent for approval

Once the required documents have been uploaded against a document type, they must then be reviewed by an authorised representative to be approved or declined.

NOTE: This will be only relevant for the specific documents if the approval required option is set to 'yes' (when setting up the Documents To Be Supplied By Investors under Notification Management).

1. Login to Clearmatch Fusion with the relevant credentials:

2. Navigate to Home Pages > Approval:

3. Select the Approvals option under Approvals:

4. Use the Filter Options to find a list of all documents that require approvals (click on the  button once the filter selection has been made):

NOTE: To filter for the actual documents across different statuses, select the drop down list under Processed Status:

All - This will display all of the available documents regardless of the status.

Declined - This will display all of the documents that have been declined.

Approved - This will display all of the documents that have been approved.

To Be Approved - This will display all of the documents that are awaiting approval.

5. After setting the filter options to find To Be Approved documents and selecting the button, all of the documents that are awaiting approval will be displayed.

Select the document that requires approval (from the link under Created On or Finance Company): 

6. This will redirect to the Display Approval page. Click on the Action Panel  > Functions > Approve:

The other available options include:  

 - Approve All:  This option by default will approve all documents that are awaiting approval. 

 - Un Approve: This option will remove the document as an item to approve or decline.

 - Decline:  This option will disallow approval for the document.  

7. Once the documents have been successfully approved, return to the Filter Options (as outlined in step 4) and change the Processed Status drop down to Approved and click on the  button to check that the item that was just approved is now showing: 

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