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Application Management & Submission

This guide explains how to submit an application in Axvero, what happens at submission, and how to manage applications after submission. This workflow applies to both organization users and agents.

What You Can Do​

  • Submit a completed application for review and processing.
  • Track the status and required actions for each application.
  • Manage post-submission actions (edit, withdraw, resubmit, etc. as permitted).

Submitting an Application​

  1. Review All Data and Documents

    • Ensure all required fields and documents are complete and accurate.
    • Use the application review screen to check for missing or invalid information.
    • See Adding Documents for document management best practices.

  2. Submit the Application

    • Click "Submit Application" on the review screen.
    • The system will validate all data and documents.
    • If any required information is missing, you will be prompted to correct it.
    • Confirm submission. You may be required to accept terms and conditions.

  3. System Processing

    • The application is assigned a unique ID and status (e.g., "Submitted", "Under Review").
    • An audit log entry is created for compliance.
    • Notifications are sent to the primary applicant, related parties (if applicable), and assigned team members.

After Submission: What Happens Next?​

  • The application is locked for editing unless your organization allows post-submission changes.
  • Both the primary applicant and the organization will be notified of the application submission via email. The email will contain a secure link to open and view the application.
  • You can track the status, required actions, and communications in the application dashboard.
  • If permitted, you may be able to:
    • Edit or update certain fields (with audit trail)
    • Upload additional documents if requested
    • Withdraw or resubmit the application (subject to organization policy)
  • All actions are logged for compliance and auditability.

Best Practices​

  • Double-check all information before submitting.
  • Respond promptly to any requests for additional information or documents.
  • Use the dashboard to monitor status and communications.
  • Contact your administrator if you need to make changes after submission, and the system does not allow it.

Troubleshooting & FAQ​

Q: Why can’t I submit my application?

  • Required fields or documents may be missing or invalid. Check for validation errors on the review screen.

Q: Can I edit an application after submission?

  • Only if your organization allows post-submission edits. All changes are tracked in the audit log.

Q: How do I upload additional documents after submission?

  • If permitted, use the application dashboard to upload new documents. See Adding Documents.

Q: How do I track the status of my application?

  • Use the application dashboard to view status, required actions, and history.

In Axvero, application management is transparent, auditable, and designed for compliance. Always review all data and documents before submission for the best results.