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Viewing Applications

As a user in Axvero, you may have multiple applications, possibly with different organizations. The platform provides an intuitive interface to help you easily browse and manage all your applications in one place.

Viewing Applications from External Systems​

Axvero also supports viewing applications that are submitted from external systems (not created directly within Axvero). If an organization configures external application integration, these applications will appear in your dashboard and can be managed just like native Axvero applications.

Accessing Your Applications​

  1. Log in to the Axvero Portal:

    • Use your credentials to access your user dashboard.

  2. Navigate to 'My Applications':

    • From the main menu or dashboard, select the 'My Applications' section.

  3. Browse by Organization:

    • Applications are grouped by the organization that created them.
    • You can filter or select an organization to view only the applications associated with it.

  4. View Application Details:

    • Click on any application to see its details, including status, required/optional documents, messages, and next steps.
    • You can also see which organization or agent is managing the application.

Key Features​

  • Multi-Organization Support:
    • All your applications, regardless of which organization created them, are visible in your portal.
  • Search and Filter:
    • Quickly search for applications by name, type, or organization.
  • Status Tracking:
    • See the current status (e.g., draft, submitted, under review, completed) for each application.
  • Notifications:
    • Receive alerts for updates, document requests, or messages related to any of your applications.
  • Email and in-app notifications for document status changes.
  • Audit logs for all document actions.
  • Integration with workflow rules for automated reminders and escalations.
  • Support for applications submitted from external systems (see External Application Integration).

Tips​

  • If you have been invited to a new application by a different organization, it will automatically appear in your dashboard after you accept the invitation.
  • You can always switch between organizations to focus on the relevant set of applications.
  • For help with a specific application, use the in-portal messaging or contact the organization directly from the application details page.

Note: You retain full control over your applications and can access them independently of the organizations that created them.