What do I do when all documents are approved?
Select “Approve” will complete the initial verification and clicking “Complete Verification” will Save the updates and remove the pending request from the Dashboard.
1. “W9” icon is filled in and hovering over the “W9” will display its “Valid and Up to Date”.
2. “COI” icon is filled in and hovering over the “COI” will display its “Valid and Up to Date”.
3. Click the “i” icon will provide a quick view of the contractor contact information.
4. Click the “Pencil” icon to edit contractor contact information.
5. Click the “Trash” icon to archive a contractor if they are no longer being used. a. Archiving a contractor will hide them from your active list; however, they can still be accessed or reactivated by clicking the “Eye” icon on the top of the contractor page.
