Verification and Approval of Documents

DIGITAL MEDIUM

How to send a Document for Approval in the Digital Medium

1. Please open the Digital app.

2. You’ll see the document stages menu on the left hand side. (eg: Estimate, Release/Cancel, Post Estimate)

3. If the status of the document is in WIP, it means it has not been approved. You can click on the thumb icon and select ‘Send for Approval’. 

4. Select the ‘Approval’ radio button and select the user you’re sending the approval to.

5. Then click on the link ‘ Click here to generate the document’.

6. Once the document appears, select it and click on Send.

How to approve a document in the Digital Medium.

1. Login to your account and you’ll see a pending approval section.

2. Open the option and you’ll see the list of documents that need your approval.

3. You can click on view to see the document and view the attachments as well.

4. If you’re the approver, you’ll see the option to Approve or Reject the document.

BTL/ AGENCY OPS MEDIUM

How to send Document for Approval?

1. Open the AgencyOps app.

2. Open the job within which the document is sent for approval.

3. Navigate to the Client  Docs or Vendor Docs screen to view the document that is to be sent for approval.

4. Click on the icon (three dots) under ‘Action’ and then select ‘Send for Approval’ on the pop up window.

5. Select Verification or Approval depending on the next action.

6. Select the name of the verifier or approver.

7. Wait for the document to be attached and then send.

How to approve a document.

1. Login to your account and you’ll see a pending approval section.

2. Open the option and you’ll see the list of documents that need your approval.

3. You can click on view to see the document and view the attachments as well.

4. If you’re the approver, you’ll see the option to Approve or Reject the document.