Approving an Uploaded Notarized Document from the Review Notarized Document Task

To approve an uploaded notarized document from the Review Notarized Document task:

  1. Navigate to the Review document details panel:
    • From the Compliance section on the Tasks tab of the Project Home page, select the Review Notarized [Document Type] for Draw link.
    • From the Tasks page, select the Review Notarized [Document Type] for Draw link.

      A Review document details drawer opens on the right side of the page. It includes a preview of the uploaded document and a Document summary.

  2. (Optional) Select the Download button to download the document.

    The link includes the document type.

    For example: If you are approving an unconditional lien waiver, the link will say Download signed Unconditional Lien Waiver for Draw.

  3. Select the I acknowledge that by approving this document that this approval will be final and cannot be changed checkbox.
  4. Either:
    • Select the Approve button to approve the document.
      • A Success! message displays, confirming you have successfully approved the document.
      • Additional next steps appear under the confirmation message. These include links to approve additional notarized documents or to view all outstanding offline notarization upload tasks.
    • Select the Reject button to reject the document back to the Subcontractor.

      The Subcontractor will receive a notification to resubmit the document.