Previous | Next
Check your email. You should get a notification email like this.
Click the link in the email and the workflow will display the Manager step.
- The Nav Bar shows the current step (in this case, Manager).
- Notice that the Manager section from the form is now visible since it is relevant. The Finance section is still automatically hidden.
- The section labeled "My Items" is read-only and cannot be edited by the manager.
- Enter a comment if you wish and sign by clicking the Approval Signature field.
- The Signature Date will be automatically filled in.
- Click the "Send to Finance" button.
- The workflow routes to Finance for approval. Remember that we set up the workflow to route by email so it will send a notification email to the email address we entered in the wizard for finance.
