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FacilityOS > ContractorOS > Document Approval Workflows

Document Approval Workflows

ContractorOS simplifies the process by providing full visibility into compliance via submitted documents, allowing you to review, approve, or reject with ease. Real-time notifications keep everyone informed, ensuring accuracy and compliance while maintaining a complete audit trail.

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Ensure Accuracy & Compliance with Seamless Approvals

With a structured review process, ContractorOS enables site administrators to quickly evaluate, approve, or reject submitted documents. This ensures compliance with site requirements while maintaining accountability at every stage.

Clear Approval & Rejection Workflows

Review submitted documents with confidence, ensuring they meet compliance requirements before approving or requesting changes.

Full Audit Trail for Accountability

Maintain a complete history of document submissions, approvals and rejections to support audits and regulatory requirements.

Visibility Across Contractors & Vendors

Easily track document submissions and compliance progress across all vendors and contractors working on-site.

How Document Approval Works

Step 1

Document Review & Decision

Vendors and contractors provide necessary documents, which site administrators review for approval or request corrections as needed.

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Step 2

Approval or Required Updates

Approved documents are recorded for compliance, while rejected documents are flagged for revision with clear next steps. Site admins can override data fields when necessary to minimize back-and-forth and keep workflows moving smoothly.

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Step 3

Ongoing Compliance Monitoring

Maintain confidence in compliance status with a structured audit trail and real-time visibility into approvals and outstanding requirements.

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Who Benefits from the Document Approval Workflow in ContractorOS?

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Compliance Managers

Maintain a complete audit trail of approvals, rejections, and compliance updates to ensure adherence to both regulatory requirements and internal policies—without the need for manual tracking.

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EHS Managers

Ensure all required site documents are submitted and approved before contractors arrive—eliminating scattered emails, while maintaining compliance.

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Vendors & Contractors

A streamlined process replaces the hassle of back-and-forth emails and paperwork, ensuring clear steps for document submission, approval, and compliance tracking.

By simplifying the document approval process, ContractorOS helps teams ensure compliance with accuracy and efficiency—without the unnecessary back-and-forth.

Additional Contractor Management Features

What Can ContractorOS Do for You?

Request a demo to see how ContractorOS can deliver immediate results for your organization.

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