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How to review a Document

This guide is to walk the reader through how to review documents.

  1. How to review a Document  
    1. To review a document sent by a contracted company, click ‘Company Documents’ on the left-hand navigation panel. 



    2. This will open a drop-down menu. Next, select ‘Awaiting Approval’. 



    3. A list will appear showing any documents uploaded by contractors. You can view a file by clicking the magnifying glass icon. 



    4. This will take you to a ‘View’ page, where you can download the file by clicking the cloud symbol next to it. 



    5. Here, you can also manually add documents by clicking the plus symbol in the top right corner of the ‘Documents’ box. 



    6. There is also a section to add any notes about the files. 



    7. To approve the document, click the back button. 



    8. From the main page, there is a tick or a cross. Clicking either of these will approve or reject the document. 



    9. If you accept the document, you will be asked to enter a renewal date. Clicking the ‘Approve’ button will mark it as completed.