Downloading Quote PDFs
- Open the Processes dashlet. Using the Current and Overdue filters in combination with the My Processes and Self Service Processes tabs, tap the process that you would like to execute:
- After tapping a process, the target record's detail view is displayed with a pop-up asking how you would like to complete the process. Depending on if the process is an approval or routed process, tap the appropriate button in the pop-up to proceed:
- If the record is missing values for any fields that are required by the process, edit view is opened. Fill in all required fields and proceed by tapping the Route or Approve button in the top right corner: