Newcourse Communications

Reject a sample only after reviewing it and identifying the changes needed. ​

Find the sample with Waiting Approval status.

Review the sample using View PDF or Bulk PDF.

Enter a clear comment explaining what needs to be corrected.

1. Open Job Processing.
2. Select Sample Files.
3. Find the sample with Waiting Approval status.
4. Review the sample using View PDF or Bulk PDF. 

5. Select the Reject button. 

6. Enter a clear comment explaining what needs to be corrected.

The sample status changes to Rejected. The item returns to the programming queue for revisions based on the rejection comment. ​

If only certain conditional records are incorrect, you may reject those records in the lower loan-level area. You still need to reject at the file level to send the work back for revision.

Reject a sample when revisions or corrections are needed before production.

How to reject a sample file

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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How to reject a sample file

Before you start

Reject a sample

What happens next

Loan-level issues