DocuSign Transaction rooms - Approving Tasks From the Dashboard
Approving Tasks From the Dashboard
As a Manager in a brokerage account, the Tasks Dashboard is a great tool to see what needs your attention. Not only can you see what tasks need to be approved, you can approve or decline those items quickly with a few simple clicks!
1) Navigate to the Tasks Dashboard:
2) You will now see a green checkmark and red exclamation point on the right side of the screen next to tasks that require your approval. For tasks you need to complete, you will see only a green checkmark:
3) To approve a Task, click on the green check mark, enter comments if necessary and click APPROVE. To decline a task, click on the red exclamation point, enter comments, and click DECLINE:
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