How to reject a Trust Request

Created by Allison Cloyd, Modified on Sun, 15 Jan 2023 at 09:48 PM by Robert Butler

In this article you will learn how to reject a trust request.

 

NOTE

Trust requests are currently being piloted for New Zealand customers only. If you want to be considered for the pilot, please contact Actionstep support.

 

If you are an approver on a trust request that is no longer going ahead (ie The sale has fallen through  and not proceeding.) You will need to reject the trust request.

  • Firstly it is best to add some information regarding the rejection to the activity log.

                /helpdesk/attachments/150002487398

  • Then scroll back up to the top of the page and click on the reject button.

                     /helpdesk/attachments/150002487399

 

  • It is best to assign the rejected transaction back to the requestor just so that they are aware.

                                  /helpdesk/attachments/150002487400

Video Demonstration

Click here to learn more about how to reject a request.

 

How to reject a request


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