Approve or reject a document

Act on a document at your assigned approval step.

1. Open the request

   Open the request after the preceding routing step is complete.

   Open the approval request.

2. Review the content

   Review the document and the data entered by earlier recipients.

   Review the document and entered data.

3. Complete your fields

   Complete any fields assigned to you.

   Complete assigned approver fields.

4. Approve or reject

   Approve or reject the document according to policy, adding a reason where required.

   Record the approval decision.

5. Confirm the result

   Confirm that the recorded result matches your decision.

   Result: The workflow continues or stops based on your decision.