Request a comment

If you have questions about an invoice during the Approval activity, Coding activity, or the Exception activity, it is possible to request further information from another user.

When a comment is requested, the entire document is re-routed to the selected user. Once they apply their comments, the document is routed back to you.

You can request a comment for a document by following these steps:

  1. From the Routing Option on the action bar in your activity, select the Comment Request activity .

    The Enter Comments window is displayed.

  2. In the Enter Comments window, do the following.
    1. Select a user from the Assign To list.

      This user should have the necessary information to answer your question.

    2. Enter your question or comment in the Comments field.
    3. Click OK and Submit to send your request and close the document immediately.

      Alternatively, click OK to return to the document for additional work. In this case, the document is not routed for comment until after you Submit the document.

    The document is routed to the selected user for comment and will appear in their Kofax AP Agility work queue.