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Turn approvals on or off for company documents

Learn how to turn approvals on or off for 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.

What you'll need

Turn company document approvals on or off

  1. Log in to the web app.

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

  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.

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