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Approving a document

If you receive an email with the subject "Please approve this document" or something similar, this means that your accountant is sending you documents that require your digital approval.

In doing so, your accountant has created a task for you to action. The task will be listed on the Tasks tab of your portal. If there are a number of people in your portal, only those assigned to the task will be able to view the task.

Note that some advisors might not offer this feature.

What happens next?

  • Your advisor will be notified by email if you've rejected any one of the documents associated with the task.

  • If you're the only person who needs to approve the documents, and you approve them, the task is moved to your completed tasks list. Your advisor will be notified by email.

  • If others need to approve the documents, the documents are not considered completely approved until everyone has approved them. When everyone has approved all the documents within the task, the task is moved from your open tasks to your completed tasks list. If one person from the nominated signees rejects a document, then the task will have a status of rejected. Your advisor will be notified by email after the documents have been approved and if a document is rejected.

  • You can see who has been assigned to approve a document from the tasks details. You can also track who has and hasn’t approved a document.