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Your IT provider can ask for an approval or a signature in your onboarding portal. An approval records a decision. A signature task asks you to review content and draw your signature. This guide is for Company contacts.

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Before you start

  • You need access to the assigned item. Your provider handles provider-owned approvals.
  • These steps cover onboarding requests. They are not the same as the Notifications approval queue.
  • A Blocked item needs its prerequisites finished first.

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Approve or reject a request

1

Open the approval item

Find the pending item in your onboarding workspace and read its summary and description. Already decided items display their status instead of decision buttons.
2

Review the supporting document

If the request includes a document, review it in the document area. If it reports Unable to load document, ask your provider to resolve that before you make a decision that depends on it.
3

Add any explanation

Select Add notes (optional) and enter the context you want to submit with your decision. Typing notes alone does not send them.
4

Submit your decision

Select Approve or Reject. This submits the decision directly; there is no second confirmation. Wait for Approved or Rejected and the decision date.
The completed item does not offer an undo or change-decision button. Contact your provider if you selected the wrong decision or the request needs to change.

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Sign a document

1

Read the document

Open the signature task and read the document and any Additional notes. Some tasks show text to sign instead of an attached PDF.
2

Draw your signature

Draw it in the signature pad. Select Clear to start again.
3

Submit

Select I agree and sign. The button needs a drawn signature. Drawing alone does not submit it.
4

Confirm

Wait for Signature submitted. The task then shows your signature and the signer details.
You cannot edit or replace a signature after you submit it.

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Troubleshooting

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Frequently asked questions

An approval and a signature are separate item types. Use the action requested on the item; approving one item does not sign a separate document task.
No. In an onboarding approval item, Approve and Reject submit directly, including any optional notes you entered.
No. They are included when you submit the decision. Leaving the item before deciding does not submit those notes.
The Company view has no undo decision or edit submitted signature control. Ask your provider to arrange a corrected request.
Draw a signature first. Also check whether the task is blocked, already signed, or in a workspace that is no longer writable.
Reopen the item and check your access. If it still fails, contact your provider with the item name and displayed error. Do not infer the document’s content from its filename.
No. It completes that decision. Other tasks, documents, approvals, and provider work can still be outstanding.