Fix Incomplete Uploads: Rejections, Re-Uploads, and Clarifying Requests

This guide explains how to handle incomplete or rejected uploads, request re-uploads, write clear clarification messages, and mark items as resolved. It is designed for new users to manage documents efficiently.

Step 1: Reasons Items Get Rejected

Uploads can be rejected for several reasons:

• Incorrect Document Type: Wrong file type submitted
• Unreadable File: Blurry image or low-quality scan
• Missing Information: Required fields not visible
• Expired or Invalid Document: Example: outdated ID or insurance card

Understanding the reason helps users fix the issue quickly.

Step 2: How to Request a Re-Upload

When a document is rejected, users must be asked to re-upload the correct version.

Steps:

1. Open the rejected item in the system
2. Click Request Re-Upload
3. Select the reason or attach a note
4. Send the request to the client

This ensures the client knows exactly what to correct.

Step 3: How to Write a Clear Clarification Message

Clear messages reduce confusion and speed up completion.

Tips:

• Mention exact issue with the document
• Reference the required item
• Keep it short and polite
• Include examples if necessary

Example:

“Hi [Client Name], the uploaded ID is blurry. Please re-upload a clear front and back image of your government ID.”

Step 4: How to Mark Resolved

Once the client re-uploads correctly:

1. Verify the uploaded item
2. Check all required fields
3. If correct, mark the item as Resolved / Accepted

This updates the completion status automatically.

Step 5: Best Practices for Rejected Uploads

• Always provide specific reasons for rejection
• Give clear guidance for re-upload
• Use polite, professional language
• Track rejected items to avoid repeated issues

Following these practices improves completion rate and reduces errors.

Final Summary

Handling incomplete uploads efficiently requires:

• Knowing why items are rejected
• Requesting re-uploads clearly
• Writing precise clarification messages
• Marking resolved items correctly

This workflow ensures documents are correct, verified, and completed quickly.