If an item like a document has been assigned to you for approval, you will be notified via your daily summary email and on the Main Dashboard in the "Signatures needed" link.
- Click on the link in the top right section of the Main Dashboard, and the drilldown action table will show the corresponding list of items awaiting your review/signature.
- Click the icon to view the document within the page. You can also click the hyperlinked title in the Item Name column to review item details.
- Depending on the security settings of the document, you may be able click the icon to download the item.
- Once you have reviewed you can click the icon to approve the document or the icon to reject the document after entering an electronic signature and/or a comment.
- Depending on the workflow settings, you may also be able to delegate the signature with the icon.