DataMagine Web - Approving an Invoice

Background Information

The following job aid details how to review and approve a docflow job from your DataMagine inbox.

Approve an invoice

  1. Navigate to the DataMagine Website.
  2. Login using your Windows username and password.
  3. Click on the DocFlow Inbox icon to display jobs in the Inbox.
  4. Double click a job to open.
  5. Use the Navigation Bar to change views, change pages, and modify the document. Hovering over each icon will display a tooltip for its purpose.
  6. Once the invoice has been reviewed click on the Single Page Checkmark icon to approve a single page or the Double Page Checkmark icon to approve all pages.
  7. A password box appears, enter your Windows password and click OK.
  8. An approval stamp with your name, date and time is placed on the approved document.
  9. The job is routed to the next stage and removed from your DocFlow Inbox.