You approve or decline workflow requests in Dashboard › Workflows. This article explains how to open a request, approve all of it or only part of it, and leave a comment for the requester.
Approve a request
Navigate to Dashboard › Workflows.
On the Approval tab, find the request. Use the search bar or the Workflow, Locations and Status filters to find it faster.
Click the three dots (⋮) in the Actions column and select Review.
Check the details and the items in the request.
Scroll down to Review all. Optional: add a Comment for the requester.
Click Approve.
Tip: Use Approve under Review all to approve the whole request at once. That's quicker and safer than approving every item separately.
Want to make a small change to a document first? Read Can I edit a document before approving it?
Approve only part of a request
Does the request contain items that you don't want to approve? Decline those first, then approve the rest.
Click the thumbs down in the Review column of each item you want to decline.
Scroll down to Review all and add a Comment to explain why.
Click Approve to approve the remaining items.
Decline a request
To decline the whole request, add a Comment with the reason under Review all and click Decline. The requester sees your comment, so they know what to change.
After approval
What happens after approval depends on the type of request.
For orders waiting for approval, the confirmation mail is sent to the right supplier or suppliers.
For download requests, the approved file becomes available to the user. It appears in My documents in the user's portal.