Review Queue

The Review Queue allows you to upload client documents for paperless review to other staff members or supervisors. The document can be returned to the original reviewer or sent for another level of review within your office before releasing it to the client. For example, a bookkeeper in your office might upload a document to the Review Queue from FCA or from the VO, then select a supervisor as the next reviewer.

The Review Queue on the left menu, the center Review Queue tile on the Dashboard, or the lower Files section will display the number of files to be reviewed. 

Upload Files to the Review Queue

1. Click Files>Review Queue on the left menu.  

1.  Click Upload new file to client(s).   
   
   
   
2.  Select the desired Client.
3.  Click the Continue button.
   
   
4.  Enter the document name in the Title field, then select the desired Category and Department if those fields are applicable.
5.  Select the Next Reviewer.
6. Enter Notes to Client. This text will display on the Document Download page of the client's portal. These client notes are not included in the notification email sent to the client.
7. Internal Review Notes can be entered. These notes are not available to the client.
8. Click in the gray box to browse to the file location and select the files you want to upload or drag-and-drop the desired files into the same gray box.
9. Click the Submit button. 
   
   
   A confirmation dialog box will open after you have clicked Continue. Click Upload Another File to Same Client to send additional files to your contact.
   
   

Review Files Uploaded to You

1. Click the Files for you as next reviewer tile to retrieve and review files assigned to you.
    
   
   On the Review Queue page, files highlighted in green are Files for you as the next reviewer and files highlighted in blue are Files from you as the last reviewer.
   
   
2. Click on a file Title to open the document.
             
   
   
3. When the file has opened in the VO, you will see the page shown in the screenshot below.
   
   
   
   
4. To access the file, click View/Download button located at top right of the page or click the Download button in the lower section of the page.
5. Save the file to the desired location and review.
6. You can make internal notes and either send the file back to the prior reviewer, send the document on to another reviewer or client, or release it to the client.
   
   If a document is sent to another reviewer, an email message can be generated to the next reviewer based on the setting in the Staff or Owner Profile. The document will be removed from the Review Queue when released to the client. The client will receive an email notification that the file is in their client portal.