- Administration
- Contractors
- Approve or reject company documents
Approve or reject company documents
Learn how to approve or reject company documents uploaded by key contacts via the web app to ensure all submitted documents are accurate and valid.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
Select
Contractors from the menu on the left-hand side. 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.
Reject a company document
Select
Contractors from the menu on the left-hand side. 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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