Reject Documents

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• How to Create a Query

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• How to Initiate a Workflow Query (04:18)

To reject documents, follow the steps below:

1. As a reviewer in the first stage of workflow, claim a document by following steps detailed in the Claim a Document section.
2. Open the documents metadata panel.
3. Within the metadata tab, navigate to the workflow step section.
4. Click the Status dropdown and select the Rejected status.
5. Click the Issues dropdown and select the one or multiple issues.
6. Enter the comments.
7. Click Save.

   

8. On the Document Rejection pop-up, click Yes.

   

9. Click the refresh icon next to the document icon.

   

10. Once rejected, the document is displayed in the Rejected folder.