Replace Rejected Documents in an Opportunity
2. Click the Opportunities icon,​, on the left sidebar.
3. From the Opportunities Dashboard, click on the phase, where your Opportunity is located, then click on the Opportunity Title.
4. Click Documents, at the top of the page.
5. On the left side of the page, you will see a status next to the Compliance Event (Listed, Under Contract Closed, etc.):
- Submitted/Resubmitted - this means you are still waiting for approval.
- Accepted - this means your submitted documents have been approved.
- Returned - this means at least one of your documents was rejected. You will need to make corrections, replace the document, and resubmit the documents to your MCA.
6. If you see the Returned status, find the rejected document on the list, then hover over the Rejection Reason icon, , to see why it was rejected.
7. Make the necessary changes in the document, then find the checklist item in the Opportunity. Click the three dots, to the right of the file name, and select Replace.
8. In the Replace Document form, first enter the reason you are replacing the document. Next, in the Source of Documents section, choose to pull in the document from your computer (Manual), your connected DocuSign account or your connected Dotloop account:
- If you choose Manual, click to browse your computer for the file, or drag the file into the space provided.
- If you choose to pull from DocuSign or Dotloop, you will see a list of documents you have in the corresponding DocuSign Room or Dotloop Loop. Select the corresponding file.
9. Click Replace once it has been added.
10. Once all of your rejected documents have been replaced, click Resubmit to MC, at the top right of the page.
