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Review a Company

Review a Company

Owned by AMT
Last updated: May 20, 2020 by Sue Rocha
If your domain email is @ellisdon.com please note that this page is for the previous version of Gate Three's Company & Contacts user interface.


Once a Company document is Saved, if workflow is applicable the Company document triggers the Review Process. Depending on the Company Type Configuration a Company Review notification is sent to a specific user(s), the Reviewer(s).

If the Company Review Notification has been sent to you for your Review, follow the steps outlined below.

Prerequisites:

Review a Company

  1. Navigate to the Contacts Module and Open the Company Under Review
    from the Company Workflow view OR Open the Activity Assigned to you. 
  2. Click the Review button.

3. Enter any comments and attachments pertaining to this Workflow Stage.
4. Select the Approve or Revert option.
5. Click the OK button.

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