How to approve documents?

Important

NOTE: If you're accessing this for the first time, we recommend checking out the "Introduction to Tasks" tutorial for some helpful guides to get your started.

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Go to the MAIN MENU > TASKS
3. Select the 'Documents' tab
4. This section also provides sub-tabs such as:
   • Missing
   • Unapproved
   • Expiring in One Month
   • Expiring in 3 Months
5. To review and approve submitted documents, access the 'Unapproved' sub-tab
6. Click the 'Respond' button on the right
7. Review the fields, attachment, expiry date (if applicable)
8. Click Approve