Review a submitted application
Open the review workspace and add review_notes.
Before you start
Staff review and invitation changes require tenant Edit within property/application scope. Applicants use their own valid invitation or the enabled public intake.
Follow these steps
- Open the application workspace or the applicant’s invitation link.
- Open the review workspace and add review_notes.
- The review form includes action, review_notes and client_rejection_reason.
- The application, invitation or decision is retained against the intended property and applicant.
Fields, rules and limits
- The review form includes action, review_notes and client_rejection_reason.
Check it worked
The application, invitation or decision is retained against the intended property and applicant.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
Does disabling public intake revoke invitations?
No. Open public intake and valid recipient-bound invitations are separate paths. Revoke an invitation explicitly when it must no longer be usable.
What happens when I resend an invitation?
The new invitation replaces the earlier usable token. Use the latest message and verify the intended property and recipient before sending.