Review Documents

Follow these steps for documents that require action:

1. Choose My Tasks from the main menu.

2. In the Action column, click Sign/Appv/Rev.

3. After reviewing the document, choose one of the following options:

   1. Close

   2. Print

   3. Print as PDF

   4. Deny

   5. Approve

   6. Revision Requested

      1. If the document is within a multi-step workflow, you have the option to Restart The Document to request a revision by the employee.

      2. If the document should be revised by another staff member in the workflow process, return the document by clicking Previous Step.

Follow these steps for documents that only need review:

1. Choose My Tasks from the main menu.

2. Click the Review button.

3. After reviewing the document, choose one of the following options:

   1. Close

   2. Print

   3. Print as PDF

   4. Submit

   5. Unlock — Allows you to Restart the Document or return it to a Previous Step in the workflow.