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Turn approvals on or off for company documents

Learn how to turn company document approvals on or off via the web app, allowing company managers to review and verify the validity of company documents.

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 Settings iconSettings on the upper right-hand side of the page.

  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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