Prerequisites
Before you begin, make sure:
You are an approver and a document is pending your approval.
You have the privilege to edit documents that are pending approval.
Make sure you are on the "Standard" side of ProcureDesk.
Step-by-Step Instructions
Step 1: Access Approvals
Go to Approvals from the left menu.
Step 2: Open the Document
Open the document that is pending approval.
Step 3: Edit the Document
Click on 'Edit' on the top right of the screen.
Step 4: Make Changes
Make the necessary changes and click on 'Update' at the bottom.
Step 5: Approve the Document
After updating, click on the "Close" button at the bottom. You will be taken back to the screen with "Approve" or "Reject" options.
FAQs:
What if I cannot see the 'Edit' button?
You do not have access to edit documents that are pending your approval. Please contact your company administrator.