Approve a Document

Owned by Support (Unlicensed)
Jun 15, 2021
3 min read

Use the following instructions to approve or reject a document approval. Add supporting documents and comments to provide additional details.

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:

 

  1. 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).

  2. View the document and click on ‘Approve’ to approve the document. This will then route the document to the next signer OR

  3. 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.

 

4. Download the Document in a PDF format at the top of the page, which will include any signatures.



 

  1. 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.)

  2. Click to ‘Download document'.

    1. If you are using Office Online, you will need to save the document to your computer and then upload using Office Online here: https://www.office.com/?auth=1

    2. If you are using Office 2016, 2019, or 0ffice365, you can click to open and do not need to download the document first.

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)


5. Click to approve (green thumbs up) or not approve (red thumbs down) the document. If approved, your digital signature will be automatically added to the document and saved. Please note, if no one has signed, you will not see the ‘red thumbs down' or ‘do not approve’ option.

(approved)

 

 

(rejected)