Sending a Saved Request

  1. Click the project name on the Project dashboard page.

    2. Tip: To go to the Project Dashboard page from any other page in the Validate application, click Validate under the Firm Applications menu on the left side of the CCH iFirm home page.

  2. Click the Drafts filter above the request list.
  3. Click the request name in the list.
  4. Review and edit the request information as needed, clicking Next to move through the request wizard.

    Note: See Submitting a Request for detailed information about each step of the request process.

  5. Click Send Requests. A new line item is added to the project requests page for each report that you requested. The requests display with a status of Sent until they have been authorized by the client approver and fulfilled by the financial institution.