How to Accept | Approve Documents in the Register

When documents are uploaded by external parties, for example, a Consultant or Subcontractor, they are placed in a pending state until the company that controls the register accepts the documents.

1. How to Access the Pending Register

To accept pending documents you must first view Pending Register

Open the Document Register from the Quick Links Menu.

Alternatively, you can access pending documents via Company Document Dashboard - click here to see the steps.

Email Notification When documents were uploaded, if you're listed in the document controller group, you would have received an email with a link to the documents pending acceptance. If you're not the document controller, you may also receive a link to the Pending Register if the up-loader includes you as a recipient in a Transmittal.

Select the Pending Documents checkbox from the menu bar.

2. How to Accept Pending Documents

To accept pending documents as correct for the register:

• Select the documents you wish to Accept.
  
• Click on the Accept button.
  

If the documents were incorrectly uploaded, you may also Reject the documents.

3. Correct Document Before Accepting

You may also update the documents before or after accepting the documents.

To find out how easy it is to update multiple documents using our Document Register Editor click here.

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