Approve a document

Steps on how to approve a document on the Energy Warehouse app

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What is an approved document?

When a document is approved no one can edit it or make changes, unless all approvals are revoked
 
Steps on how to approve a document on the Energy Warehouse app:
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1️⃣ Open the Energy Warehouse app and select the Home icon
Bottom left
2️⃣ Click on the “job” you would like to approve a document for
3️⃣ Scroll down to “Client Documents
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4️⃣ Click the “Edit” button of the document that you would like to approve
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5️⃣ Review the document to make sure it adheres to all requirements
6️⃣ If all is well you can click the “Approve” button
Green button in the top right corner
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7️⃣ Click “Confirm
This is to confirm that you hereby consent to have reviewed the document, agree with its contents and wish to add your credentials to it
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8️⃣ If all went well the “Document approval updated” banner should appear at the top of your screen and the approved document will now have a green “Approved” stamp
You can download the approved document immediately from your app
 
The steps above not working?
Contact us at:
support@ew.energy