Skip to main content

Review applications

What does this do for me?

The Submissions page lists every application your published forms collect. From each submission’s detail view you approve, deny, request revision, run an AI review, and download supporting documents.

1. Open Submissions

Open Submissions in the Customer Gate navigation. The table lists each application’s Email, Form, Status, Risk, Submitted time, and an Open action. Use the Previous and Next buttons to page through results.

2. Open an application

Select Review application on a row to open its details. The detail view shows the applicant’s email, a status badge, a risk score, the submitted answers, automated Checks, and any uploaded Documents.

3. Decide on the application

From the detail view:
  • Approve applies its configured Shopify actions immediately. Confirm in the dialog.
  • Deny application notifies the applicant that they were not approved.
  • Request revision opens a dialog where you enter a Revision message that is sent to the applicant.

4. Run an AI review

Select Review with AI to generate an AI-assisted review summary. The output is marked as AI-generated; check it before making a decision. AI review depends on AI service configuration — the app shows a message when the service is unavailable.

5. Review supporting documents

Under Documents, each attached file shows its Type, File, and Status. Select Download to download the stored file for review. Documents are limited to signature-verified PDF, PNG, or JPEG content up to 10 MiB.