Work on partner statuses and addition

Author: cielf

docs/user_guide/bank/images/partners/partners_invitation_email.png

@@ -1,7 +1,9 @@
+DRAFT USER GUIDE
 # Adding a single Partner
 To add a single Partner,  you can either Click on the "Add a Partner" button in the "Getting Started" section of your dashboard (if you are, indeed, just getting started), or click "Partner Agencies" in the left-hand menu, then "All Partners", then "New Partner Agency".  Then, fill in the following information, and click "Add Partner Agency".  
 [Navigation to add a Partner](images/partners/partners_add_1.png)
-[TODO:  screenshot of entry screen]
+
+[TODO:  screenshot of entry screen(waiting to final review )]
 ##### Note:  This just sets up the Partner so you can distribute to them.  It does *not* notify or invite the Partner -- that is a separate step.
 ### Name (mandatory)
 This is the name of the agency.  It will appear in dropdowns for you to select when filtering Requests or Distributions, or when entering a new Distribution.
@@ -11,18 +13,22 @@ This is the primary contact for the Partner.  Any system emails regarding the pa
 Choosing a default Storage Location here is a short-cut that will automatically fill in the Storage Location when you fulfill a Request from this Partner.  (Don't worry, you can change it.)
 ### Group
 What Partner Group, if any, does the Partner belong to.  Partner Groups are very handy if you want to, say, allow only certain Partners to be able to request some items.  For more details see [Partner Groups](pm_partner_groups.md)
-[TODO:  Check what happens if none is chosen, but there are groups.  Does the partner get to request nothing or everything?]
+
+[!NOTE] If you use Partner Groups, please note that any Partners that do not belong to a Partner Group will be able to choose from all the items.  So if you need to restrict certain items to a specific group, then you're going to have to have all your Partners belonging to some Partner Group
+[!NOTE] Partners who belong to Partner Groups can *only* choose the items that have the Item Categories specified for their Partner Group.
 
 ### Do you want this Partner to receive emails for Distributions and Reminders from the system?
 See also the questions about customizing reminders in [your organization](getting_started_customization.md)
-[TODO:  What is the precedence]
+
+[BIG TODO:  What is the precedence -- I think we need to map the whole reminder ecosystem out for our own good.]
+
 ### Quota
 This is an information-only quota -- it is meant to be total items per request. We give a friendly "are you sure you wanted to order that much?" kind of warning on the partner's confirmation screen if they over order, but there is *no* actual enforcement.  If entered, this value is also displayed in your view of the requests.
 
 ### Notes
-Bank-only [TODO:  Double-check -- i'm 95% sure that's right] notes about the partner.
+Bank-only notes about the partner.
 
 ### Documents
-Documents concerning the partner -- bank only [TODO:  double check]
+Documents concerning the partner -- bank only 
 
 [Prior - Importing Partners](pm_importing_partners.md) [Next - Partner Groups](pm_partner_groups.md)

docs/user_guide/bank/pm_adding_a_partner.md

@@ -10,13 +10,20 @@ There are three partner statuses, which have different impacts on how you intera
 
 ## Uninvited
 You can add Partners without inviting them to the system.  In this case, you can make Distributions to them in the system.  The Partners can not sign in to the system,  and so will not directly provide the information in the Partner Profile.  This is the status of freshly imported partners.
-The Partners will still get emails regarding deadlines and Distributions (assuming you have set them up to do so)
-[TODO:  expand -- what are the conditions under which partners get which emails -- ]
-[TODO: Check:  do we have an add and invite on the import, or just add]
+The Partners will still get emails regarding deadlines and Distributions (assuming you have set them up to do so through your bank's [customization](getting_started_customization.md#reminder-emails-optional) and any [Partner Groups](pm_partner_groups.md#do-you-want-to-send-deadline-reminders-to-them-every-month) they belong to.
+
+If you import your partners, they will be imported as Uninvited.
+
 
 ## Invited
-Once you invite a Partner, we set up the Partner's email as a user, and send an email to allow them to provide a password.
-[TODO: Details of email]  .  If you use the "Invite and Approve"  option,  the Partner's status will be "Approved"
+Once you invite a Partner, we set up the Partner's email as a user, send an email to allow them to provide a password, and set their status to 
+"Invited".
+
+Sample email: 
+
+![Details of email](images/partners/partners_invitation_email.png)  
+
+If you use the "Invite and Approve"  option,  the Partner's status will be "Approved"
 
 Invited Partners have access to the Partner Profile.  They cannot, however, make Requests.
 
@@ -25,8 +32,10 @@ The 'standard' sequence is for the Partners to fill in some information in the P
 However, many banks get the information from their Partners in other ways.  Some, for instance, will fill in the information themselves while on a call with the Partner.
 
 ## Awaiting review
-Once a Partner has been invited, they will use the "Edit my Profile" function in their view of the system to provide the information.  After saving the screen, they can "submit for approval" - which changes the status to "Awaiting review.   This partner will now appear on your dashboard, in the "Partner Approvals" section.  The Partner will not be able to make Requests until they are approved.
-[TODO:  Provide a shot of the partner's view]
+Once a Partner has been invited, they will use the "Edit my Profile" function in their view of the system to provide the information.  They can save their progress, and then "submit for approval" - which changes the status to "Awaiting review.   This partner will now appear on your dashboard, in the "Partner Approvals" section.  The Partner will not be able to make Requests until they are approved.
+
+[TODO:  Provide a shot of the partner's view (waiting until final review *or* we have the partner profile rework in)] 
+
 ## Approved
 Approved Partners can make Requests.
 Note:  There is no system-required information for Partner approval -- you can approve them as soon as they are invited.