Add, Reassign or Remove an Approver in Gift Transmittals

1. Under the Gifts Requiring Your Action section, find the gift transmittal record
   • Select Next to page through the records, if needed
2. Select the Transmittal Id link that requires your action

1. Select Gift Inquiry from top left menu
2. Enter information about the gift at the top of the page as search criteria 
3. Select Search 
4. From the Gift Transmittal Form column, select the Gift Transmittal ID number

1. Find the Action indicated by “In Progress”
2. Select Add 
3. Select Approver Type from drop-down list
4. Enter Approver Name
   If you do not know the approver's name, select the drop-down box to see a list of all available approvers.
5. Select Select
6. Select Save

1. Find the Action indicated by “In Progress”
2. Select Reassign 
3. Select Approver Type from drop-down list
4. Enter Approver Name
   If you do not know the approver's name, select the dropdown box to see a list of all available approvers
5. Select Select
6. Select Save

A minimum of one approver is required. Remove will only appear when two or more approvers are listed.

1. Find the Action indicated by “In Progress”
2. Select Remove on the row of the approver you want to remove
3. Select Select
4. Select Save