How to reject a Trust Request

Modified on Tue, 19 Sep 2023 at 05:32 PM

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



Trust requests are currently available upon request for New Zealand customers only. Please reach out to Actionstep support to have this enabled.


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.


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



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


Video Demonstration

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


How to reject a request

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