Field Notes

Applicant Guide: working with your Certifier in ApprovIQ

Who is this guide for?

This guide is for applicants working with a Certifier in ApprovIQ. It explains the parts of the workspace an applicant uses, so they know how to keep an approval moving without relying on email back-and-forth.

What does it cover?

  • Registering an account and uploading documents, including bulk upload.
  • Using comments that stay with the relevant request.
  • Understanding statuses such as Request for Info, In Review, and Satisfied.
  • Opening reference documents, reviewing markups, and working through to-do items.
  • Following the stages of the project from assessment through inspections and approval.

Watch the Applicant Guide

Watch the full video: https://www.youtube.com/watch?v=LZT1PACssJg

Information valid at time of publication.