Approve a Document

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Principal Toolbox supports the approval of documents. On your Home Page, the section Documents to be approved by me shows a list of all documents that you have to approve.

 

Approve a document

Step 1. Navigate to your Home Page, to the section Documents to be approved by me. This sections shows a list of documents waiting for your approval.

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The Home Page, section Documents to be approved by me

 

Step 2. In a row, click Open, a dialogue box appears.

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The Dialogue Document Approval

 

Step 3. Click on the name of the document to open it. After reviewing the document, click Approve or Reject, the dialogue box closes. Optionally add remarks.