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
Navigate to the menu bar icon and click Document Register under Document Control.
Alternatively, you can access pending documents via Company Document Dashboard - click here to see the steps. Email Notification When documents are uploaded, you would receive an email with a link to the documents pending acceptance, if you're listed in the document controller group. If you're not the document controller, you may also receive a link to the Pending Register if the uploader includes you as a recipient in a Transmittal.
From Register Status, select Pending from the dropdown menu.
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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