Before You Start . . .

When reviewing a document in your In Box, you may find that you need more information to determine whether to approve or disapprove it. One way to get that information is to forward the document back to the initiator (or to whomever would best be able to provide you an answer), with a note.

After you forward the document, you'll need to defer the one that's on your screen. If you do not defer the document, the forwarded one will not be sent to the In Box of the other DaFIS user.

After you have deferred the document, the routing log will show that you have looked at the document, but have chosen to defer your approval for the time being.

Step-by-Step . . .

With the document open on your screen, go to Workflow, and click on Forward.
In the Forward To field, enter the user ID of the person to whom you'd like to forward the document. (If you don't know the person's user ID, you can search for it by double-clicking in the blank Forward To field).
Enter a message, then click OK to forward the document.
You must defer the document. Do not continue to approve the document. To defer the document, go to Workflow, and click on Defer.