Content Comparison

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1. An email is automatically sent to all Task Approvers advising that a task is pending approval.
   

   

2. The Task Approver for the branch clicks the Task Review link in the email.
   

   

3. If the Task Approver is already signed in, they will be linked directly to the task preview that needs review on the Task Management screen. Users may have up to 50 pending tasks.

   OR

   If the Task Approver is not already signed in, they will be taken to the Insellerate sign-in screen and must follow these steps to access the task preview that needs review on the Task Management screen.

   1. Sign in to Insellerate.

   2. Select Task Management from the inTouch dropdown menu.

   3. The Task Management screen opens, displaying all pending tasks. Users may have up to 50 pending tasks.

4. The Task Approver chooses Approve from the decision options available for the task.
   

   

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