Accepting a Document or Questionnaire

  1. With a document or questionnaire open that you've been assigned to review or approve, click Accept.

Note: If you see an alert like the one below, it means that another user (another approver or an administrator) is working on the document. You will not be able to accept the document until the other user closes it. If you want to be notified when the document is available, select Notify me by email when the document is no longer checked out, and then click OK to clear the warning.

  1. (Optional) Type comments about your review of the document/questionnaire.
  1. (Optional) To add what you wrote to this document's/questionnaire's discussion board, click Post to Discussion Board (see Working with Discussions for details).
  2. Do one of the following depending on what your Accept window looks like: