Your Approval Queue contains documents or packets that have been routed to you based on an approval process. Access it by first selecting the 
button from the main menu followed by the 
icon from the Folders frame.
Icons displayed in the Approval Queue are as follows:
Document or packet is a new arrival to the approval process.
Document or packet has been approved.
Document or packet has been rejected.
To narrow your view by catalog or document type, select from the drop-down list at the top of the results frame.
After you’ve performed your designated task(s) related to a document or packet, you can either Approve it or Reject it from the Approval Queue menu. One or more documents and packets can be approved or rejected at the same time.
NOTE: You may be able to select only the first item in the queue. This is an administrator preference.
If you have permission to set priorities, you may select the Set Priority menu item from the Approval Queue menu.
Most documents or packets arrive on an approval process because they match certain criteria during the capture process or match criteria in a workflow rule; however, it’s sometimes necessary to manually place an existing document or packet on an approval process. To accomplish this, select one or more documents or packets from your results grid, and then select the Start Approval Process menu item from the File menu.
When you are viewing a packet, you may choose the Start Packet Approval Process menu item from the File menu to assign the packet to an approval process.
Approving
You can provide a note for the next user or completion of the process for each item you are approving.
If you are presented with a Send to user drop-down list, select one user from the list to be the recipient of the item.
If you are presented with a PIN Required message, you must provide your personal identification number, which can be defined in your options. See the “PIN” section for more information.
Confirm your selections and select the 
button to move the item(s) forward on the approval process. The item(s) will be removed from your Approval Queue.
Rejecting
You can provide a note for the previous user or completion of the process for each item you are rejecting.
If you are presented with a Send to user drop-down list, select one user from the list to be the recipient of the item.
If you are presented with a PIN Required message, you must provide your personal identification number, which can be defined in your options. See the “PIN” section for more information.
Confirm your selections and select the 
button to send the item(s) backward on the approval process. The item(s) will be removed from your Approval Queue.
Assigning to an Approval Process
If one or more items to assign are the primary document type for one or more packets, you may choose whether the Assignment Type is for only the Document or for the entire Packet. If the Packet option is selected, choose a packet from the accompanying list. You can select the View Packet link to view all documents in the selected packet.
Select the appropriate approval process for each document you’ve chosen for assignment. You may optionally set the priority for the item and provide a note for the first member in the approval process. If you are presented with a Send to user drop-down list, select one user from the list to be the recipient of the item.
After confirming your selections, select the 
button. The item(s) will be placed on the respective approval process.
Setting Priorities
Select the appropriate priority for each item listed. After confirming your selections, select the button. The item(s)’ priority will be updated.
The Admin Queue [Administrators]
The Admin Approval Queue provides a view of all items on all approval processes for document types you can administer. As an administrator you can approve, reject, or set priority on any of the items listed. You can also remove any of the items from their approval process using the Remove from process menu item on the Approval Queue menu.
To enter this view select the Admin Queue link at the top of the results frame. To narrow the view by document type, select a document type from the drop-down list at the top of the results frame.
To return to your personal Approval Queue, select the My Queue link.
History [Administrators]
The History area provides a view of items that have been previously approved, rejected, or removed from approval processes of all document types you can administer.
To enter this view select the History link at the top of the results frame. To narrow the view by document type, select a document type from the drop-down list at the top of the results frame.
To return to your personal Approval Queue, select the My Queue link.
