Complete the PBC Request

Content in this topic requires Caseware PBC.

Once you've accepted all responses, you can mark the document as Complete to close the interaction.

Tip: Instead of separately accepting each response, you can just select the COMPLETE button at the top of the page after reviewing the responses and finding them valid. This automatically accepts all responses in the document and changes the status of the query to Complete.

To mark a query as Complete, select the Complete button at the top of the page after you accept all the responses. In addition to that, once all questions are accepted, a notification message displays featuring the MARK COMPLETE button so the contact can easily proceed to the next step in the workflow.

MARK COMPLETE button displays in the notification below and in the document.