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Guide to Succeeding in Document Approval Collaborations

M
Written by Mabel Silvestre
Updated over a year ago

Introduction: Discover how to effectively participate in specific document approval collaborations. Provide your valuable feedback on proposals or contracts clearly and efficiently.

Steps to Approve Documents:

Accessing the Collaboration:

  • From your dashboard on the collaboration portal, select View Details.

  • Explore the documents that require your approval.

Review and Approval:

  • Closely view each document.

  • Record your approval or disapproval for each one.

Additional Features:

  • Download the documents for thorough analysis.

  • Use the chat to communicate with other members.

Smooth Communication: The chat is key for inquiries and clarifications with other participants. Transparency ensures successful collaboration.

Conclusion: Upon completing the approval or disapproval of all documents, the collaboration is concluded. Keep in mind that the record remains on the collaboration portal and you can consult it in the future as many times as you wish.

Visit Our Help Center: For more details and frequently asked questions, visit our Help Center. Your participation is essential for effective collaboration!

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