Documentation

1. Click on Inbox on the side menu to view all memos you receive.

2. Click on View or Select any Memo that shows Awaiting Your Approval. It displays Approval Progress (everyone including yourself who has to approve the memo before it gets to the final recipients), the Sender, People Copied, the Title and the main Content of the Memo.

3. Click on Actions Button with 3 dots at the upper right part of the screen and click on Approve if you want to approve the memo. You can add a comment to your approval in the dialog box that appears. This step is Optional.

4. Select an Option on how you want the comment to be viewed. Select General if you want everyone on the approval list to view your comment or select Previous if you want only the previous person on the approval list to view your comment.

5. Click on Submit to Confirm your approval.

How to Decline a Memo

1. Click on Inbox on the side menu to view all memos you receive.

2. Click on View or Select any Memo that shows Awaiting Your Approval. It displays Approval Progress (everyone including yourself who has to approve the memo before it gets to the final recipients), the Sender, People Copied, the Title and the main Content of the Memo.

3. Click on Actions Button with 3 dots at the upper right part of the screen and click on Decline if you want to decline the memo. You can add a comment to the reason you declined in the dialog box that appears. This step is Optional.

4. Select an Option on how you want the comment to be viewed. Select General if you want everyone on the approval list to view your comment or Select Previous if you want only the previous person on the approval list to view your comment.

5. Click on Submit to Confirm the Decline.

How to Branch Memo

This feature is used in the situation where the sender of the Memo did not include or follow the appropriate approval steps. You can then divert the memo to another person that has to make an approval even though the person was not listed in the approval list. A memo can be branched multiple times before reaching the final recipient.

The steps to branch memo includes;

1. Click on Inbox on the side menu to view all memos you receive.

2. Click on View or Select any Memo that shows Awaiting Your Approval. It displays Approval Progress (everyone including yourself who has to approve the memo before it gets to the final recipients), the Sender, People Copied, the Title and the main Content of the Memo.

3. Click on Actions button with 3 dots at the upper right part of the screen and click on Branch to send the memo to someone who is not in the approval list to make an approval.

4. Click on the text field under To in other to search and select the Individual or Position you want to branch the memo to for approval.

5. Click on Submit to confirm the branching or Cancel to end the process.