Approving a Document in Self Service (How-to)

The instructions below will show you how to approve a document in Finance Self Service.

1. My Finance Screen

1. Click Approve Documents to begin.

2. Approve Documents Screen

1. The User ID field auto-populates. The User ID is the user’s first initial, middle initial, and last name.
2. Select User ID is next approver, if not pre-selected.
3. Click Submit.

3. Review Documents

1. Click on any Document number to review its document summary.
2. Click on the Attachments paperclip icon to view any attached supporting documents.
3. When ready, click Approve to approve the document request.