To take advantage of the document approval and collaboration features, these tools must first be enabled for the project. Navigate to the 'Project Settings' tab and open the 'Document Approval Workflows' section.

Note: Users must first have Project Access and the Approve Documents permission. This can be assigned via the Admin tab under user permissions.

With the approval workflow set, users can now approve documents. This can be done via opening the document or by navigating to the draw's documents tab.

The following users in the approval workflow will receive 'To-Do' notifications on the projects tab. They will be directed to the documents tab by clicking the documents 'needing your approval option.'

After users have completed their approval, there is a history of approvals under the activity section. Here, it will display approvals that have occurred. It will also display if an approval has been removed, or if the document has been edited since the last approval, causing approvals to be removed and notifications to be resent.

Review - this button allows you to signal to other document collaborators that you have completed your work and review of the invoice.

Add Comment - comments can be added to documents so that you can record and communicate important information about the invoice or other supporting documents.

Do you have questions or feedback? Please email us at help@rabbet.com