How Do I Approve Subcontractor Documents?
The system allows subcontractors to upload their assigned documents which can be required for compliance, and can be approved and rejected by administrators. Documents can be approved from the Subcontractor module general page and the Subcontractor Matrix System.
To Approve Subcontractor Documents from the general page:
- On the left column, go to ‘Subcontractors’.
- Click on the relevant subcontractor.
- Scroll down to the ‘Uploads’ section.
- Click on the document you want to approve or reject.
- At the bottom of the document, click ‘Approve’ or ‘Reject’.
- A pop-up will show where you have the option to add comments.
- Click ‘Save & Submit’.
To Approve Subcontractor Documents from the Subcontractor Matrix System:
- On the left column, go to ‘Subcontractors’.
- Click the ‘Matrix’ tab at the top of the page.
- Click on the relevant document.
- Click the ‘X’ icon to reject the document or the ‘Tick’ icon to approve the document.
- A pop-up will show where you have the option to add comments.
- Click ‘Save & Submit’.