Approve or reject company documents

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

What you'll need

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

Log in to the web app.
Click your organization name on the lower-left of the page and select Companies.
Select a company.
Click Documents tab in the company profile.
Select a document and review it accordingly.
Click Approve on the left-hand side panel.

Log in to the web app.
Click your organization name on the lower-left of the page and select Companies.
Select a company.
Click Documents tab in the company profile.
Select a document and review it accordingly.
Click Reject on the left-hand side panel.
In the pop-up window, enter a reason for rejection.
Click Reject.

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In this article

Turn approvals on or off for company documents