Deliver it
Request and review a client’s documents (Document Center)
Clauseloop TeamISO certification software specialistsUpdated October 6, 20263 min read
The Document Center holds each project’s documents, with one review status that you and the client both see: pending review, under review, approved, rejected or revision required. Request a document, review it when the client uploads it, and their portal shows the result at once.
How to request a document
- Open Document Center and select the project.
- Click Request Document, describe what you need, and click Send Request.
- The client uploads it from the Documents page of their portal.
How to review a document
- In the project’s Documents, open the menu on a document and click Review.
- Choose the Decision: Approved, Rejected or Revision Required. Add Notes for the client and save.
- The client sees the status and your note on their Documents page. For a revision, they upload a new version and keep the earlier ones in the version history.
Evidence from the gap analysis
Evidence a client attaches to a checklist clause is filed in the Document Center too. Your decision in the Internal Audit phase sets its status: Accept approves it and Reject marks it rejected.
Frequently asked questions
Can the client see the same status?
Yes. The status and your note show on the client’s Documents page as soon as you save the review.
See Clauseloop for yourself
Run leads, projects, audits, invoicing, and renewals in one customizable platform built for ISO certification teams.