Documents
Clear the queue before a file is treated as final.
Where to find it: Left menu → Documents & Records → Document Approvals
Step 1
Left menu → Documents & Records → Document Approvals. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Review each pending subject, approve or reject, and add a note when refusing. Chat alone is not a decision.
Step 3
The subject status should change and the item should leave the pending queue.
Yes. Document Approvals is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Do not. You are signing the file.
