Digitally review, approve, or reject certs from supplier

How can I digitally review, approve, or reject certs from my supplier? 

SmartCert provides a simple process to review, approve, or reject certs from suppliers. The status of each SmartCert will be visible to you and your teams.

1. When certs are received, open the SmartCert and click on the document to open the document viewer.
2. Use the search tool to search within the document and confirm the information is provided and accurate.
3. Zoom in on any small text using the (+ or -) magnifiers and hand tool.
4. Scroll through all pages of the document(s).

REJECT CERTS: If information is missing or incorrect, click Changes Required and use the chat in the Conversations tab to communicate directly with your supplier on what needs to be updated on the cert package.

Once the updated certs are received, you can change the status to approved with a single click. SmartCert automatically records the date and time of approval, which is used for vendor performance and reporting.

APPROVE CERTS: If the certs are approved, you can click the Approved button, which will serve as a status update for your team, and instantly notify your supplier.

In addition, you can also digitally stamp/sign certs before downloading. Copy a SmartCert by clicking on the three dots/ellipsis on the dashboard, or the copy icon in the SmartCert viewer.

From here you can:

1. add a digital signature.
2. add an approval stamp .
3. add or remove pages in the PDF.
4. redact information.