Greenlight Help Center

PDF Document Creation

Use the PDF document path when the approval starts from an uploaded file that must be reviewed, signed, and stored.

PDF Document Creation screenshot

How to use this page

  1. 1 Choose a PDF Document template such as Project Approval Memo.
  2. 2 Fill request details and budget fields.
  3. 3 Upload the prepared PDF and wait for the ready state.
  4. 4 Assign signatories according to the template levels.
  5. 5 Review the PDF approval summary before submission.

Use this for

  • Supplier quotations, permits, vendor proposals, scanned forms, and other prepared PDF files.
  • Documents where Greenlight should route, annotate, sign, and audit the file rather than generate the main body.

Page states and tabs

Choose PDF document template screenshot
Choose PDF document template
PDF Document creation details screenshot
PDF Document creation details
Upload prepared PDF screenshot
Upload prepared PDF
Review PDF approval screenshot
Review PDF approval