Using the Approval Tool Screen
To open the Approval tool:
- Click the Send for Approval icon.
- Follow the steps in the Instructions section:
- If you haven't already done so, upload the file you want to send for approval.
- Select the file from the Send for Approval list.
The Customer Information screen appears.
- Complete each of the required fields, marked by an asterisk.
- If desired, complete the optional fields.
- Include any Comments you may have.
- Click Send for Approval.