Install Approve Document For Free

How to create an approval process Define the work task. To create an approval process, you first have to identify and define the work task. ... Set approvers, permissions and due dates. ... Assign the work task. ... First approver receives work. ... First approver approves or rejects work. ... Submit to final approver. ... Publish or accept work.

Add an approval action Select New step. Type approval into the Choose an action search box. Select the Start and wait for an approval action. Configure the Start and wait for an approval card to suit your needs. Note. The Approval type, Title and Assigned To fields are required.

Procedure In the Modules tab, tap Approvals. A list of documents appears. ... Tap the document that you want to approve or reject. The Approval Info page appears, displaying the main details of the document draft including line details. ... Tap Approve or Reject. ... Enter your remarks (optional). Tap OK.

Here are the steps to accept/reject changes in Excel: Go to the Review tab. In the Changes group, click on the 'Track Changes' and select 'Accept/Reject Changes'. In the 'Select Changes to be Accepted or Rejected' dialog box, specify the When, Who, and, Where options. ... Click Ok.

Document Approval is a process where a document is sent to one or more people for input and approval before proceeding. The document may be sent to a manager for approval or to a group of people for input. This process ensures that the document is correct and meets the needs of everyone involved.

Approvals may be required for a variety of reasons expense reports, leave requests, invoices, purchase orders, purchase requisitions, travel expense reimbursements, department budgets, etc. Documents like purchase orders and invoices must flow through a series of steps to ensure compliance and standardization.

Accept and reject changes On the Review tab, click Track Changes, and then click Accept or Reject Changes. . ... In the Select Changes to Accept or Reject dialog box, do any of the following: ... Click OK, and then review the information about each change in the Accept or Reject Changes dialog box.