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  • Operator/approver users can decline a document and leave comments

  • The document can then be moved from the ‘Declined’ panel to ‘Drafts’

    • A document’s progress and history can be viewed in the Draft panel

      • Select the drop down arrow in the ‘Detail’ column

      • Expand ‘Show Activity’ to view which users viewed, approved, declined or moved a document.

  • A document can be opened for editing by selecting the three dot menu icon to the right of its listing in the drafts panel. Then select edit to make required changes before resending for approval.

 

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