Review Functions in Binder - Tickmark

In Binder there are several review tools - this article will talk about the tickmark. How to add, leave a note, and save.

To find the Binder from the home screen, simply click on the arrow to the right of the client that you would like to open.

This brings you the home screen of the client. Click Binder as shown in the screenshot below to access the Binder and review tools.

Upon opening the Binder, select the form that you would like to review and click it to open. You will see the review tools above the source document. The tickmark is the second icon as shown below.

To apply a tickmark on the source doc, click the tickmark, then click on the screen where you want the icon to appear. You can add a note if you wish, then click Save.

The note will be viewable by hovering over the green tickmark icon once it has been saved.

Important! Be sure to click the Checkbox next to the document - shown below - this way the Tickmark and note will be saved in the Binder in the case of downloading for your records.