Resources Approval Process

Add Documents and Links to Your Site App Pro Resource Library for Seamless Sharing with Team and Subcontractors

Our document approval workflow in Site App Pro ensures contractors submit necessary documents before arriving on-site. Expired documents trigger notifications for updates. All new documents undergo approval. Our privacy settings allow customization, restricting visibility to only your team and the contractor's company, providing peace of mind.

In this Article

• Documents Tab
• Resource Approvals Tab
• Resources Approval Process

Documents Tab

The Documents tab provides an overview of all resources generated by the administrator or submitted by subcontractors. It also displays whether a resource has been shared with subcontractors and their viewing status. Moreover, you can check the approval or rejection status of the submitted documents.

Resource Approval Tab

Find all submitted documents in the Resource Approval Tab within the Resource Section of the Admin Console. This tab streamlines the process of document validation, making it easy for reviewers to access and evaluate all documents in one place. 

Resource Approval Process

All newly uploaded documents will consistently undergo the approval process, guaranteeing the currency of all files. Additionally, documents uploaded by contractors remain visible exclusively to you, your team, and their respective companies, maintaining privacy among contractor companies.

To do this:

1. Log in to the Admin Console
2. Got to the Resources Tab
3. Click on the Resource Approvals
4. Click on the Submitted Document
5. Simply click the 'Reject' or 'Approve' button. You also have the option to provide a reason for rejection.

If you reject the document, you will be prompted to add a blurb of why. This will go to the Sub-contractor who submitted the document to review.