• SUBMISSIONS AND APPROVALS • SETUP GUIDE

How to Review Answers, Uploaded Files, and Submission Details

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Review an individual Shopify B2B application’s answers, documents, request information, and decision before approving a customer.

Before you begin

Find the intended application by form, reference, and applicant email. Read its current status and original answers before changing a decision. Approval can affect customer tags, company records, emails, and connected integrations.

Review the original evidence

The detail page brings together answers, uploads, status, reference, request information, and available Shopify record links. Compare the original answers with your qualification policy rather than relying only on a summary or automated decision.

Open supporting documents yourself when their contents matter. AI scoring reads text only, and a file-provided rule checks presence, not authenticity. Request details such as locale or referrer add context but are not business verification.

Set up this workflow

  1. Open Submissions and locate the application.

  2. Open its detail page and check the form, reference, date, and current status.

  3. Review business and primary-contact answers against your onboarding criteria.

  4. Open supporting uploads and inspect them yourself where required.

  5. Review the rule decision and available request details, and add an internal note if needed.

  6. Confirm the application is ready for approval, rejection, or additional manual review.

Example

Submit a dummy business name and a sample PDF certificate without private information. Open the application and compare the answer, file, form, and reference.

Expected result

The reviewer can inspect the supplied information before choosing a decision.

Limits and important behavior

  • Uploaded files are not assessed by AI scoring.
  • An AI summary or rule decision does not validate a certificate’s authenticity.
  • Available request details can include IP, browser, referrer, and locale.

Troubleshooting and verification

If you cannot find an application, clear status, form, and date filters before searching its reference or email. If an action has already run, inspect the current status and linked Shopify records before repeating it.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Review Answers, Uploaded Files, and Submission Details” after completing the setup. Show the controls used to open Submissions and locate the application. Add a second screenshot showing the result of this check: Confirm the application is ready for approval, rejection, or additional manual review. Use dummy applicant details and mask any secrets.

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