Accountants Enterprise only
Some documents will be returned to you for rework. You will receive an email from the person to whom you sent the document for approval. The subject line displays the document number with a comment. For example, “Document 46_1: This needs rework”. You can open the document by clicking the attachment in the email.
When you open your Document view or homepage and look at your documents, the status of the returned document will be displayed as Rework.
After making the changes as requested by the responsible team member, you can send the document back to the same team member for approval.
Access the Approvals window. This can be done in a number of ways:
In Microsoft Word or Excel, click the Set as Awaiting Approval icon.
From the Find Documents page, Analyse Documents page or a Documents tab, select the required document. Select Awaiting Approval on the Tasks bar.
From one of the My Documents homepages, select the required document. Click the Awaiting Approval icon.
The Approvals window opens, displaying the document status as Awaiting Approval. The subject line displays the document number with a comment. For example, “Document 46_1: Please review and approve”.
Select the Responsible person. This is the team member who is to approve the document.
Enter your comments and make any other changes to the details, as required.
To send this document as an attachment to a team member, select the Send Email option.
To edit the email prior to sending, select the Edit email before sending option.
Click Next. The History tab opens where you can view the approvals history of the document.
Click Finish. The document status is set to be Awaiting Approval.
If you selected the Send Email option, an email with the attached document is sent to the selected team member.
If you selected the Edit email before sending option, a new email opens with the same subject line as in the Approvals window. For example, “Document 46_1: Please review and approve”.
Enter the required comments to the email body.
Click Send Team Email. The email with the attached document is sent to the approver.