Approvals

Search for documents and perform document approval tasks for all or individual documents returned by the search option.

On the Approvals Search page, you can search for documents by various criteria. From the search results you can do the following:

To search for documents

Click Approvals from the navigation bar, the Approvals Search page displays.
Select a document type from the drop down list.
Enter information into one or more fields Search Terms.
Click Submit. Results display in a table which can span several pages depending on the number of results.

Points to note:

The additional search criteria fields that display vary according to the selected document type.
To narrow search results, enter information into more search fields. To expand results, remove information from some search fields.
You can use an asterisk to perform a wild card search. Enter one or more characters and an asterisk in a field, and then click Search. Results return all documents having the same leading characters in that field.
To narrow the search by date range, click inside each date field and then choose the date from the calendar that displays.

Locate a document in search results.
In the Operations column, click the information link (I). A browser popup window opens and displays document metadata such as the file name, document size and format.

Locate a document in search results.
Click on the linked document name. A dialog displays enabling you to open or save the document.

Locate a document in search results.
In the Operations column, click the save link (S).

A dialog displays enabling you to open or save the document.

Note: The open/save dialog is dependent on your browser.