Submit for Approval/Review

The Submit for Approval/Review action item behaves in two ways depending on whether the document is a new document or if it is an existing document that has been opened for review and approval.

If the document is a new document, when clicking the Submit for Approval/Review button, the Submit Document to SharePoint window appears. From this window, you can submit the document directly to a SharePoint Document Library by specifying the URL and the document name.

If the document is one that has been opened for review and approval, when clicking the Submit for Approval/Review button, the Workflow Task page appears. From this window, you can approve or reject the document.