Use the following steps to act on a document that is assigned to you for approval.

  1. Open the document.

  2. Review the message bar for information about the document. Click the icon in the message bar to view detailed instructions.

  3. Click Actionsand select one of the following options. (The options you see may vary depending on how this approval step was configured.)

    • Approve— Select this option to approve the document. A dialog box is displayed where you can enter a comment about the document.

    • Reject— Select this option to reject the document. A dialog box is displayed where you can enter a comment about the document.

    • Request change— Select this option to request changes to the document. A dialog box is displayed where you can enter a comment about the changes needed and select the user who should make the changes.

    • Delegate— Select this option to assign this document to another user for approval. A dialog box is displayed where you can select the user you want this document assigned to.