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Product guides · For your team · §08 · Applications

Review a submission

Click any row to open the full file. The header carries the applicant and your actions; the tabs are the workflow's steps; and Application Breakdown lets you drill into each one.

Carousel Portal — application review view with the application summary and breakdown
Carousel Portal The review view — application summary and step-by-step breakdown.

A few things worth knowing here:

Tabs = steps

Each tab is one step of the workflow. Click in to see the data and verification result for that step.

Step badges

Current Step marks where the applicant is now; Not reached means they haven't gotten there yet.

Add Assignee / Share

Assign the file to a teammate, or share it — right from the header.

The ⋮ menu

The kebab (top-right) holds Notes, Activity, Send to a Webhook, and Export as PDF (§07).