Learn how to efficiently manage subcontractor documents within Contracts Connected with our detailed video tutorial. This guide walks you through the process of approving or denying documents submitted by subcontractors, streamlining your workflow and enhancing collaboration.
1. Access Pending Submissions
Steps
You can access items that need review in two ways:
Option A – From Your Dashboard
From the Dashboard, review your circular task chart.
The chart displays:
Unsubmitted items
Submitted but not yet approved items
Items requiring subcontractor action
Look for sections highlighted in blue — these represent tasks that need approval.
Click the blue section to open a filtered list of all Pending Approval items assigned to you or your team.
💡 Tip: If you personally own the task, it will appear in your “My Tasks” list on the dashboard.
Option B – From the Project View
Go to Projects in the left-hand menu.
Open the specific project (e.g., ABC Building Repair and Repaint).
Click the Tasks tab.
You’ll see all task statuses, such as:
Pending Approval
Pending Submission
Pending Acknowledgment
Use the top navigation to switch between projects easily.
2. Identify Who Is Responsible
Each task clearly shows who is assigned to approve it.
If the item is assigned to another team member, it appears under their name (e.g., Eva).
If you are the responsible approver, it will show directly in your My Tasks section.
💡 Tip: You can monitor your team’s workload across all projects from the dashboard view to ensure nothing stalls.
3. Review Submitted Documents
Steps
Click on any Pending Approval task.
Inside the task view, you’ll see:
The document uploaded by the subcontractor.
Approve and Reject options at the top.
Download and review the document to ensure accuracy and completeness before deciding.
4. Rejecting a Document
If the document is incomplete, incorrect, or requires revisions:
Steps
Click Reject.
Enter a comment explaining:
What was wrong with the submission.
What changes are needed.
Click Reject File to finalize.
What Happens Next
The subcontractor automatically receives an email notification including your note.
The notification includes a direct re-upload link so they can correct and resubmit the document.
The document’s status updates from:
Pending Approval → Pending Submission
Once re-uploaded, it switches back to Pending Approval for your next review.
💡 Tip: Providing clear, specific comments saves time and minimizes back-and-forth.
5. Approving a Document
When a document meets requirements:
Steps
Click Approve.
The system automatically:
Removes the task from your dashboard.
Files it into the project’s records.
Updates the document status to Approved.
No further action is required — Contracts Connected handles all internal tracking and organization.
6. Key Takeaways
The Approve/Reject workflow replaces manual email follow-ups with automated tracking and notifications.
It ensures that every document, contract, and submission is reviewed, recorded, and filed without any extra administrative work.
Benefits
Eliminates email clutter.
Provides clear accountability by showing who approved or rejected each item.
Sends automatic re-upload links to subcontractors for corrections.
Tracks all document statuses in one place for easy visibility.