Last updated:

Turn approvals on or off for company documents

Learn how to turn approvals on or off for company documents via the web app.

Turn company document approvals on or off

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Companies.

  3. Click More vertical icon on the upper-right of the page, then select Settings iconSettings.

  4. In the "Document settings" tab, turn "Company document approvals" on or off. Turn company document approvals on or off via the web app.

    • If company document approvals is turned on, company managers can review and approve documents added by key contacts before they are considered valid.

    • If company document approvals is turned off, documents that are added in the company won't require approval.

Need more help?
In this article