Background Information
The following job aid details how to review and approve a docflow job from your DataMagine inbox.
Approve an invoice
- Navigate to the DataMagine Website.
- Login using your Windows username and password.
- Click on the DocFlow Inbox icon to display jobs in the Inbox.
- Double click a job to open.
- Use the Navigation Bar to change views, change pages, and modify the document. Hovering over each icon will display a tooltip for its purpose.
- 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.
- A password box appears, enter your Windows password and click OK.
- An approval stamp with your name, date and time is placed on the approved document.
- The job is routed to the next stage and removed from your DocFlow Inbox.