Document Management Stage

Review and approve required documents for contract execution

⚠️
Action Required
2 documents are pending your review. Please approve or request revisions to proceed.
Document Review Progress
67%

Required Documents

W-9 Tax Form

📅 Uploaded Dec 15, 2025
📊 245 KB
👤 Approved by Jay Martinez
Approved
📄

Certificate of Insurance

📅 Uploaded Dec 18, 2025
📊 1.2 MB
Awaiting review for 2 days
Pending Review
📄

Safety Compliance Certificate

📅 Uploaded Dec 20, 2025
📊 890 KB
Uploaded 2 hours ago
Pending Review
📄

Background Check Clearance

Awaiting upload from vendor
📧 Last reminded 1 day ago
Not Uploaded

Activity Timeline

Safety Compliance Certificate uploaded
2 hours ago
Document uploaded by vendor contact (contracts@acmeconstruction.com)
Reminder sent for Background Check
1 day ago
Automated reminder sent to vendor contact
Certificate of Insurance uploaded
3 days ago
Document uploaded by vendor contact
W-9 Tax Form approved
5 days ago
Approved by Jay Martinez
Vendor entered Document Management stage
6 days ago
Automatically advanced from previous stage