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Approve or reject company documents

Learn how to approve or reject company documents via the web app.

The Contractors feature is currently in Early Access. If you're interested, go to the web app, select Contractors iconContractors from the menu on the left-hand side, and click Get Early Access.

Is Contractors not in your menu? Reach out to your Customer Success Manager to express your interest.

Turn on the company document approvals setting to allow company managers to review and approve documents submitted by key contacts in the company profile.

Approve a company document

  1. Log in to the web app.

  2. Select Contractors iconContractors from the menu on the left-hand side.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Select a document and review it accordingly.

  6. Click Approve on the left-hand side panel.

Reject a company document

  1. Log in to the web app.

  2. Select Contractors iconContractors from the menu on the left-hand side.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Select a document and review it accordingly.

  6. Click Reject on the left-hand side panel.

  7. In the pop-up window, enter a reason for rejection.

  8. Click Reject.

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