Review a document assigned to you for approval (Enterprise Portal)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the following steps to review a document that is assigned to you for approval.

  1. View the document that is assigned to you.

    Note

    If your organization uses Role Centers, you can use the Work list Web part to view the documents assigned to you. For more information, see View your work items (Enterprise Portal).

  2. Review the workflow message bar for information about the document. Click the icon on the message bar to view detailed instructions about the document.

  3. Click Actions and then select one of the following options:

    • Approve – Approve the document.

    • Reject – Reject the document.

    • Request change – Request changes to the document.

    • Delegate – Reassign the document to another user.

    • View history – View the workflow status and history of the document.