Information

If you receive a request regarding an invoice, you will see it in your feed. The request will also appear in your Tasks work area.

Method

1. In the Tasks work area, select the workflow with the request.

Optional: Click Accept workflow to process the form.

On the Form tab, you will find the form, completed with the information from the invoice as well as the request.

On the Document/folder tab, you will find the associated invoice for comparison.

2. Enter your answer to the commend field below the question in the feed.

3. Click Back to approval.

Result

The workflow is sent back to the user who sent you the request.