You can request documents from providers or staff using RFX. The request will be emailed to the email address assigned to the provider or staff member, they can then login using the link provided in the email.
Staff will need to create their own account inside RFX in order to upload the requested document.
If you set up your document with an Attachment, this file will be available to the provider when they upload their document. It will also be attached to the email sent to them.
When a provider uploads their document, you will be notified via email. Their uploaded document will be attached to the email for reference.
Inside of RFX, you can approve or reject this document. Pending approvals will show up in one of 2 places:
The notification panel accessed by clicking the bell at the top right of the application
The Pending tab under the main staff dashboard
If you choose to reject the document, you will need to add comments back to the provider. Optionally you can attach another document to be sent back to them.
If you reject a document, the process starts over and functions like it did when you originally sent the document.
If you approve the document, then it will automatically be attached to the provider and can be viewed under the appropriate tab in the provider details screen.