Process an approval task - Use Forms - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Forms

Platform
Perceptive Content
Product
Use Forms
Release
Foundation 24.1
License

To approve the disposition action for items that fall under a retention policy, complete the following steps.

  1. Open the item with the associated approval task.
  2. To verify the disposition action and approver instructions, in the Tasks pane, review the Instructions field.
  3. Optional. To add comments to the task, in the Tasks pane, under Comments, click Add and complete the following substeps.
    1. In the Task Comments dialog box, in the Enter text box, type the comments you want and click Add.
      Comments appear in the History box and are not modifiable.
    2. Click Close.
  4. Optional. To return the task, click Return.
  5. To approve the disposition action for one or more documents associated with the approval task, or for individual records and record folders, complete one of the following steps.
    Situation Step
    Documents
    • In the Approval Request pane, click Approve All.
    Records
    • In the Approval Request pane, click Approve.
    Record folders
    • In the Approval Request pane, click Approve.