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You will receive an email notification when an approval is requested. Using the link provided in the email, you will log into OneOffice with your employee or ConneX account, then follow these instructions: Expand
title | If your document is viewable in the application and downloads to a PDF: |
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Click on the link in the email notification, then log in using your ConneX or employee login (Login is found in the upper right corner, using the ‘person' icon).
View the document and click on ‘Approve’ to approve the document. This will then route the document to the next signer OR
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Click on ‘Reject’ next to the name of the individual you would like to send the document back to. This will then notify prior signers.
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43. Download the Document in a PDF format at the top of the page, which will include any signatures.
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3. Click on the Office Add-In in the upper right corner. (If you do not have the Add-In installed, use these instructions. (You will only need to install the Microsoft Office Add-In once.) If you have an employee account, enter your login information. If you are not an employee and use a ConneX account, please click on ‘Login with ConneX’ then enter your ConneX username and password. If you are using Office Online, you will not need to log in. 4. Review the document and add any supporting documents or comments to support your decision to approve or reject approval of the document. (messages) (attachments)
(approved)
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