For clients where automatic workflow is enabled, the DealTrack homepage contains a Workflow Inbox, which lists all of the outstanding workflow approval invitations for the signed in user (i.e. a list of all schemes for which the user has been invited to provide approval but has not yet done so).
Each internal user of DealTrack who has access to the Deals area will be able to see workflow information for the schemes that are relevant to them. There is also an Approvals page for each scheme from which users can see all steps in the workflow process.
The user can select a scheme from the Workflow Inbox to view the Approvals page for the scheme, from where they can view the Scheme PDF prior to accepting or rejecting the proposal.
If the user chooses to accept the proposal a customisable declaration will appear that the user must agree to. If they should choose to reject the proposal then the approvals are all reset.