Unlock an Application

Overview

The Applicant Portal is locked for edits when:

  • An applicant has signed and submitted their application information in the Portal
  • A case is routed to QA review. 

If an applicant needs to update or edit to the information they provided when submitting their application, you can unlock their application. 

Confirm the applicant is able to log into their account prior to unlocking for edits.

Unlock for Edits

  1. Navigate to a case and select the Actions menu.
Screenshot of the Action drop down menu
Figure 1: Actions Menu

 

  1. Select Unlock for edits on Applicant Portal from the drop down.
  2. Select Yes to confirm.
Screenshot of message to confirm unlocking a case
Figure 2: Unlock a Case Confirmation Popup

After completing updates in Portal, the applicant must resign and submit their application for their updates to be available in Gateway. This action will also update the signature date on all agreements.

 

Updated

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