Clients respond to the PBC Request

Once all questions are marked as responded, a notification message displays with the MARK RESPONDED button so the contact can easily proceed to the next step in the workflow.

Mark Reponded button displays in the notification and in the document.

Once the query status changes to Responded:

You receive an email notification showing the initials of the client contact who marked the query as responded.
The Responded icon () becomes available next to the query in the Documents page.

Client completed the PBC Request document.

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