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Validate, refuse, delegate a step

When you have a task to complete, open the document and locate the processing area (often at the top or bottom of the page).

Zone d'actions workflow

Available actions​

Validate / Approve​

Confirms that you accept the step. The file moves to the next step.

Refuse / Reject​

Sends the file back (often to the author) for correction. A reason for refusal is usually required.

Delegate​

If you are not the right person to validate, use the Delegate option to transfer your task to a colleague.