IMPORTANT: This feature should be used with care and consideration as once documents are Approved or Not Approved the process can not be reversed.
For reference, the following information can be helpful when viewing the ATO SmartDocs processing screen.
When documents are approved:
The background colour on the ATO SmartDocs processing screen changes from orange to green.
An Instructions tag appears for the processor to read and action.
When documents are not approved:
The background colour also changes from orange to green.
The email or letter originally generated is removed.
A Not Approved Instructions tag appears for the processor.
The documents can still be downloaded, but the email or letter cannot be sent or printed. If the document was Not Approved in error and an email or letter needs to be regenerated, you will need to drag and drop a copy of the document back into the ATO SmartDocs processing area and process the document again so that it can be Approved. NOTE: You can download a copy of the Not Approved document by clicking the document title (.pdf) in the Document Processing screen, then click on the download icon
in the top right of the screen.
For reference, the following information can be helpful when viewing the iWorkflows menu.
Approved documents move to the Approved iWorkflows tab.
Not‑approved documents move to the Not Approved iWorkflows tab.
Both are removed from the Outstanding tab.
Refer to the ATO SmartDocs Legend page for details on icons and tags displayed on the screen.
Bulk Approval
To bulk approve documents:
In the Outstanding tab in iWorkflows, tick the checkboxes beside the documents you want to approve or not approve.
Click Approve to approve the selected documents, or click Not Approve to not approve them.
When the pop‑up dialog appears, enter the approval or not‑approval instructions.
Click Change Status to update the status of all selected documents.