Approving an Uploaded Witnessed Document from the Track Offline Witness Page
To approve an uploaded witnessed document from the Track Offline Witness page:
- Navigate to the Track Offline Witness Page for Head Contractors
- From the Compliance menu at the top of any project page, select the Track Offline Witness link.
- After approving or rejecting a document from the Approve Document dialogue box, select the View all offline witness documents requiring attention link.
- From the Actions column on the Track Offline Notary page, select the Review button.
An Approve Document dialogue box displays.
- (Optional) In the dialogue box, select the link to download the document.
The link includes the document type. For example: If you are approving a progress claim waiver, the link will say Download signed Progress Claim for Period.
- Select the Approve button to approve the document.
A success message displays, confirming you have successfully approved the document.
- Close the dialogue box.
- The status of the document changes from Pending Approval to Approved.
- The Review button disappears and you can now choose to download either the approved document or the original, unsigned document from the Actions column.
- This approved document will be included in your documents on the Print Period Documents page.
Last Published Wednesday, July 10, 2024