The home screen will show all the documents that require you to review or approve, and serves as your to do list. The task your are assigned to do will appear under the stage column.


StageDescription
Document ReviewA document that requires you to review
Document ApprovalA document that requires you to approve
Document Review and ApprovalA document that requires you to review and approve



  1. Click the assigned item on the home screen

    The system will navigate you to the documents screen with the document loaded and the comments section expanded.

  2. Click Review if the task assigned was to review the document
  3. Click Approve if the task assigned was to approve the document

    Comments can also be added before clicking review or approve. Clicking send will add to the ongoing dialogue.

    Clicking the requested action will ensure the item is removed from your home screen.