The portal's integrated modules keep track of your assigned tasks, alerting you when action is needed. If you encounter a yellow banner at the top of the documents module, it indicates an outstanding document upload task.
Step 1: Identifying Task Requests
- When you open the Documents module, look for a yellow banner at the top of the page. This banner signifies that you have an outstanding document upload task request.
Step 2: Accessing the Task
- To view the details of the task request, click on the "View Task" text. This text is located on the far right of the yellow banner.
Step 3: Completing the Task
- Depending on your role and the setup of your portal, the way you complete the task may vary. You will encounter one of the following scenarios:
- Single Entity business:
- Holistic Entity View for owners of multiple business
- Entity Portal for owners of multiple business