Chapter 5: Review Requests and update project status – Firm Help Center

Summary

Once a client has submitted a request, which could include more than one item, an email is sent to the firm Reviewer. The Reviewer can view the submitted items in the Aiwyn Firm Portal and choose to approve or request changes to the items submitted. Once all the requested items are submitted by the client and reviewed by the Reviewer, the status of the project can be updated and subsequent deliverables provided to the client. At the point of review, the Reviewer may choose to reject any submitted items and the client contact assigned receives a notification and prompt to take corrective action.

Included in this article

Notification to review
Review and approve item submission
Review and request changes to item submission
Client experience resubmitting item
Update project status

Notification to review

Upon the client's submission of one or more requested items, a notification email is sent to the firm Reviewer, prompting them to review the submitted request.

Client Requests - Firm reviewer email when items submitted.png

By selecting the "View Submitted Request" button from the body of the notification email, the firm Reviewer is brought directly to the project in Aiwyn, with the submitted client requests open and ready for review.

Review and approve item submission

Select the link from the review request notification email to be brought directly to the project's client submissions within the Aiwyn Firm Portal
Select the Review button next to a request with the status "Needs Review"

A right hand panel opens
Review the text input or review/download the file submitted by the client
Select the Approve button

Requests - Uploaded file review and approve .png

The status of the item changes to "Accepted"

Repeat for each item submitted

Example flow of reviewing and approving submitted items in the Firm Portal

Review and request changes to item submission

If an item submission does not meet the criteria for the request, upon review, select to instead Request Changes to the item provided. Provide a reason for the rejection so that the client contact assigned to the item has clear directions to correct their submission.

Upon the client's resubmission of the rejected item, a notification is sent to the firm Reviewer where they can quickly review the revised item provided by the client.

Client experience resubmitting item

The client contact assigned to the requested item receives an email notification, prompting them to correct their submission.

Client Request - Rejected Item Email to client.png

Select the View Request button from the body of the email to be brought directly back into the client portal where the request area is pulled up and ready for the user to take corrective action.