If one or more items to assign are the primary document type for one or more packets, you may choose whether the Assignment Type is for only the Document or for the entire Packet. If the Packet option is selected, choose a packet from the accompanying list. You can select the View Packet link to view all documents in the selected packet.

Select the appropriate approval process for each document you've chosen for assignment. You may optionally set the priority for the item and provide a note for the first member in the approval process. If you are presented with a Send to user drop-down list, select one user from the list to be the recipient of the item.

After confirming your selections, select the button. The item(s) will be placed on the respective approval process.

Assigning to an Approval Process