1. On the dashboard, select the approval tile. 

 

2. See Quick Approval: Streamlining Document Approval Process for how to approve documents from this page. 

 

3. Open the group of documents for the supplier you want and click the black page link to the right of the first document. 

 

4. You will see the below options at the top of the page. Depending on your company configuration, you may not see all the options. 

 

 

Approve – this will approve the document and move it to the upload folder for you. 

 

Reject – this will reject the document back to the supplier for you. This will remove the document from your workflow and can be found by searching for rejected documents in Search & Reporting. See Using Search & Reporting for more details. 

 

Hold – this will place your document on hold. You have the option to let the supplier know of the document being on hold or not. 

 

Create PO – If you are signed up to use PO Pro, clicking this will bring you to create a PO for that supplier. 

 

Manual – this will mark the document as manually uploaded. See Manual Upload for more details. 

 

Edit Document – this will bring you into the edit screen where you make any changes you wish to make to the document data. 

 

Edit Template – this will bring you into the template edit page where you can make any changes you wish to make to the template. 

 

Delete Document – this will delete the document, removing it from your workflow and can be found by searching for deleted documents in Search & Reporting. See Using Search & Reporting for more details. 

 

Forward Document – this allows you to forward the document onto someone else internally or externally.  

Internal forwards are for approval or review to someone who has access to log into your company. See What Is the Difference Between Approval and Review? for more details. 

External forwards are sent to someone who has no access to log into your account. They will receive an email with a one-time access link to view the document and leave a comment on it.  

 

View Email – this shows you who sent the document in and what date and time it was sent. You can also view if there were any other attachments on the email sent. 

 

Download Document – this gives you two options to choose from. 

Original – downloads a copy of the original document that was sent into your account. If this document has been split, the downloaded document will include all pages from the original document. 

Current – downloads a copy of the current/split pages from the original document. 

 

Previous – this brings you to the previous document in your approval folder. If you are on the first document in the list, you will not see this option. 

 

Next – this brings you to the next document in your approval folder. If you are on the last document in the list, you will not see this option. 

 

Attach Backup Document – this allows you to attach a document as a backup to the current document you are on.