Note that once an External instructions has been send it needs Approval first before the external receiver gets it. Once approved they are able to accept, execute and complete the instructions using Elite Counsel.
It also allows you view the status of the instructions which can be ( in progress, pending acceptance) once completed you are able to mark the instruction as completed.
Steps:
1. Log into the system
2. Go to the Notification Icon at the top right of the page which shows the number of notifications one has.
3. Click on the notification icon and select Instructions for your Approval link
4. Go to the specific Instruction
5. Select it by clicking on the Check Box at the left side as shown in the example below.
6. Go to the Bulk Action at the bottom page and select "Approve" option from the drop down
7. Once done click on the "Go" button to save the details
After approval the External users will now access it from Elite Counsel, accept, execute and complete the request.
