Document Approval: Approving a Document (Administrator Level)
To Approve(or Reject) a Document:
Step 1:
Step 2:
Click on the yellow “Needs Review” stamp, in the lower right-hand corner (of any document preview). (See it in action).
Step 3:
A pop-up window will appear, giving you the option to either approve a document by clicking “Approve,” and then “Apply,” or to reject the document, by clicking “Not Approved.” You can also add a comment, if desired. (See it in action).
(Note: Any comments will be logged in the Transaction’s History section).
Step 4:
Once you are finished, and have clicked the ‘Apply’ icon, the status of the document will successfully change to whichever you have designated. The (status) icon on the document will update to reflect the status change. (See it in action).
Step 5:
The owner of the original document will also receive an email notification indicating that the document has either been approved or rejected. (See it in action).
