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Using the Approval Tool Screen

To open the Approval tool:

  1. Click the Send for Approval SendForApprovalIconCloud icon.
  2. Follow the steps in the Instructions section:
    1. If you haven't already done so, upload the file you want to send for approval.
    2. Select the file from the Send for Approval list.

      The Customer Information screen appears.

    3. Complete each of the required fields, marked by an asterisk.
    4. If desired, complete the optional fields.
    5. Include any Comments you may have.
  3. Click Send for Approval.

See Also

Send for Approval Icon

Job Approval Email

Approval Tool