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Approve Owl Docs

Navigation

Global Navigation:

Section titled “Global Navigation:”

  1. Approve Owl icon: Clicking this icon at any point takes you back to the Dashboard view.

  2. Dashboard link: Will take you back to your Approve Owl dashboard view.

  3. Applicants link: This will take you to a page that lists out all applicants in your instance of Approve Owl, non-archived.

  4. Messages link: Takes you to a live messaging system in a new browser tab for your followed applicants. The UX is similar to how text messaging is structured for iOS devices with all communication threads listed to the left, most recent interactions at the top. If you click on an applicant’s name in the left list, the conversation thread for that applicant will appear to the right.

  5. Reports link: Will navigate to your reporting dashboard for your instance of Approve Owl.

  6. Calendar icon: If you have set up any appointments for applicants, they’ll appear here. When the icon is colored, you have appointments to review. If the icon is grey, there are no current appointments.

  7. Clock icon: If you have set up any Reminders for yourself, they’ll appear here. When the icon is colored, you have reminders to review. If the icon is grey, there are no current reminders.

  8. Bell icon: Will show a listing of all your notifications/alerts in a thread format. When the icon is colored, you have alerts to review. If the icon is grey, there are no current alerts.

  9. Avatar circle icon: When clicked, drops down a menu with options to access Your Profile, Organization Settings, Financial Institutions, Help & Support, or Sign Out.

Dashboard Navigation:

Section titled “Dashboard Navigation:”

  1. Above the “Applicants” header, you’ll see the name of your organization (“Vandelay Autos” in this demo example). You can click on this at any time to jump to your Settings.

  2. Under the “Applicants” header, you are given a few quick stats regarding activity in the platform: the number of applicants that started the process today, number of applicants for this week, number of applicants for the past 30 days.

  3. Invite+ button: On the far right, you can click the “Invite +” blue button to invite a new applicant to the Approve Owl process. Invite links expire after use or in 20 minutes.

  4. My Dashboard: When you log-in, you land on this screen. For applicants you follow, all timely information for them can be found here in overview form.

  5. Dealership Dashboard: Click this menu to return to the dealership’s dashboard view and see overall dealership information.

  6. My Applicants: Shows a listing of the applicants that you follow in Approve Owl.

  7. Active Applicants: All applicants active in Approve Owl for your instance, non-archived.

  8. Archived Applicants: After 90 days in Approve Owl, applicants are moved to Archived.