How Do I Approve Subcontractor Documents?
The system enables subcontractors to upload their assigned documents, which may be required for compliance. These documents can be approved or rejected by administrators. Approvals can be made via the general Subcontractor module page or through the Subcontractor Matrix System..
To Approve Subcontractor Documents from the Subcontractor Module:
- On the left column, go to Subcontractors.
- Click on the relevant subcontractor.
- Scroll down to the Uploads section.
- Click on the document you'd like 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.