How To: Review / Edit and Approve, Reject or Return Gift Transmittal Form
Before You Start
The Gift Transmittal Form must be completed. See How To: Complete Gift Transmittal Form.
Step 2 – Find the Gift Transmittal
Step 4 – Act on Assigned Tasks
- If the Transmittal is approved, the Gift Transmittal moves to the next approver in the workflow. See How to: View Gift Transmittal Workflow and Status.
- If the Transmittal is rejected, no further action can be taken relative to that gift transmittal number. If the gift transmittal needs to be recreated, it can be found via Gift Inquiry and copied. The copy will be assigned a new transmittal ID number.
- If the Transmittal is returned to the Gift Initiator / Creator, they must edit and resubmit for approval.