The Approval activity action bar contains the following setting and buttons.

Submit

Sends the document to the next step in your process according to the selected Routing Option.

A window is displayed for each activity so that you can provide comments about the document and why it is being submitted.

Routing Option

Select a value from the list to modify or process your document. Selecting certain options displays an additional window where you can provide additional information or correct existing information. The following values are available.

Routing option	Description
Approve	This is the default setting when using the Approval activity. Because of this, whenever a user clicks Submit with the default routing setting, the invoice is routed for approval. Sends all coded and validated Non-PO invoices without undistributed amounts to the Approval activity queue after GL Coding. Enter your comments about the approval in the Approve Invoice window.
Reject	Rejects the invoice and sends it to the Exception activity. Enter your comments about the rejection in the Reject Invoice window.
Reassign	Assigns the invoice to another user. Enter your comments and select the other user in the Reassign Activity window.
Comment Request activity	Requests additional information about the invoice from another Kofax TotalAgility resource. Enter your comment request in the Enter Comments window.
Hold activity	Places the invoice on hold from further processing. Enter your comments about why the invoice is on hold in the Put Invoice On Hold window.
Return for Data Validation	Indicates that the invoice has problems with its data and sends the invoice back in the process so that another user can validate its data. Enter comments about why you are routing this invoice in the Return for Data Validation window.

Save and Retain Ownership

Saves the document without sending the document for further processing. You are redirected to the work queue where the document remains owned by you so that you can pick it up and continue working on it at a later time.

Discard Changes

Deletes any changes made during the current operation. The document is closed and you are redirected to the work queue where you are still the document owner.

Increase Priority

Increases the priority of a document in 10-point intervals. Use the Priority column from the Kofax AP Agility work queue to sort and prioritize activities.

Opens the Increase Priority page so that you can enter a reason for the priority increase.

Increasing the document priority does not complete the current activity.

Send Email

Enables you to send an email about an invoice. You can choose to attach the invoice to the email or place the invoice on hold after sending the email.

For example, you may want to double-check the invoice amount with the vendor. You can place the invoice on hold so that it is paused until you hear back from the vendor.

Opens the Send Email window so that you can create and then send an email.