If the customer already exists, the waiver will be matched to their profile, and await Staff validation of updates/changes to the existing information
If the form is for a new individual, a new profile will be created, and Staff will validate information
This process ensures that customer profiles always display up-to-date information, including waiver status and any profile alerts.
In both instances, Staff will need to validate any waiver changes. To do this, follow the steps below:
1. Navigate to Settings (🔧) icon
2. Click "Smartwaiver Reconciliation" under Waiver & Docs
3. Select the More Options ( ) icon. From the drop-down click "Status Config"
4. The warning prompted mentions the document has not been validated by the customer. Click "Yes" to perform the validation without the customer needing to approve in their email. This warning will not appear if the customer has already validated the waiver through their email.
5. Navigate on the All Customers (👥) icon
6. Search the customer name in the lookup field
7. Click the View (👁️🗨️) icon
8. Navigate to the Documents tab
9. Click on the Reconciliation Preview icon
10. Confirm the reconciliation steps for the document on the profile. After completing each step, click the "Continue" button in the bottom right corner
11. Click "Confirm Update"
12. Choose the "Approve this waiver" option. Notes are typically added if the waiver is rejected so that they can be referenced for historical purposes.
13. Click "Save". The document has now been attached to the profile. View the profile again for confirmation.
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