Approve and reject documents

Note: Approving documents either initiates delivery of those documents or changes the document status to approved. Rejecting documents deletes them from the archive.

To approve all documents in search results

  1. Perform a document search in Approvals.

  2. Click Approve All.

    A confirmation dialog box displays.

  3. Click OK to approve all documents in the search results.

    A confirmation message displays on the Approvals Search page and informs you of the number of documents you approved.

To reject all documents in search results

  1. Perform a document search in Approvals.

  2. Click Reject All.

    A confirmation dialog box displays.

  3. Click OK to reject all documents displayed in the search results.

    A confirmation message displays on the Approvals Search page and informs you of the number of documents you rejected.

To approve individual documents

  1. Perform a document search in Approvals.
  2. Click the check box to the left of the document(s) you want to approve.

  3. Click Approve Selected.

    A confirmation dialog box displays.

  4. Click OK on the dialog box to confirm the approval(s).

    A confirmation message displays on the Approvals Search page and informs you of the number of documents you approved.

To reject individual documents

  1. Perform a document search in Approvals.
  2. Click the check box to the left of the document(s) you want to reject.

  3. Click Reject Selected.

    A confirmation dialog box displays.

  4. Click OK on the dialog box to confirm the rejection(s).

    A confirmation message displays on the Approvals Search page and informs you of the number of documents you rejected.