Reesio Support Center

Compliance & Workflow

  • Create/Add a Compliance/Workflow Template

    By default, custom workflow templates comprised of document and non-document related tasks can be set-up by an...

    Jan 04, 2017 03:14PM PST
  • Mark Individual Tasks As Compliance Related

    In addition to being able to mark a task as Compliance related within the Templates section, you can also mark...

    Jan 25, 2015 07:35PM PST
  • Set Task Visibility - Private/Public

    Reesio gives you the ability to determine which members within a transaction can see a particular workflow ite...

    Jan 26, 2015 02:21PM PST
  • Add/Edit/Delete a Task

    To add a new task to an existing template within your transaction Workflow, click the "Add New Task" button. N...

    Jan 26, 2015 02:52PM PST
  • Assign a Task

    Workflow tasks can be assigned either on the template level or within the workflow section of the transaction ...

    Jan 26, 2015 12:34AM PST
  • Add/Change a Task Due Date

    To set a new due date/edit an existing due date for a workflow task, select one or more tasks and click the Se...

    Jan 04, 2017 03:23PM PST
  • Link and Review Documents for a Task

    Linking documents to Workflow tasks is the heart of the Compliance feature within Reesio. Once documents have ...

    May 14, 2015 12:44PM PDT
  • Flag a Task for Review

    ​Flagging a task will indicate to brokerage admins a task needs to be reviewed and approved. NOTE: Non admin...

    Jan 27, 2015 02:53PM PST
  • Approve/Not Approve a Compliance Task

    Workflow tasks marked as "Compliance" require a brokerage admin to approve the task before it can be checked o...

    Jan 25, 2015 05:58PM PST
  • Comment on a Document or Task

    Comments can be added to any task within the Workflow. Comments are a great way for brokerage admins to provid...

    Jan 25, 2015 06:39PM PST
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