HSA & Co Client SupportSoftwareIRIS OpenSpaceIRIS OpenSpace - How to approve a document

IRIS OpenSpace - How to approve a document

When a document is uploaded you will receive an email notification; it may require your approval and it will look like the following:

  • Click on the link from your email and log into IRIS OpenSpace - your username is your email address 
  • It will take you to the following screen; click on files from HSA 
  • It will then list all the documents available for you to read
  • In this example there are two documents 
  • To open a document click on the blue hyperlink on the left; this will download it to your computer where you can save a copy
  • Once read and assuming it meets your approval click on the blue Approve box on the right 
  • It will then ask you to confirm your approval (shown below); click Approve to finalise the request 
  • The document is now electronically approved and this works as your electronic signature 

To remember - 

  • If there isn't a blue Approve box the document is for your attention only, no action is required
  • Documents are deleted from IRIS OpenSpace every six months so you should save a copy for your records