Step 1. You review the questionnaire and find missing/wrong/incomplete blanks Step 2. Click "Decline" and input the list of corrections that you want the client to make Step 3. The beneficiary receives an automated email reminding him/her that the worksheet needs revision Step 4. The client logs into the portal, reads your comments and corrects the questionnaire Step 5. You review the questionnaire again and print the form that contains the correct information |
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