This video details how to review and or approve a Flow document package


*Note: You must be logged into the NIH VPN to enter the Beacon application*



How to Approve a WorkFlow

  • Click the link provided in the email. This will open the Beacon web app where you can review and sign the document package.
  • Use the pdf viewer to review the document package. 
  • If you Approve the document(s) and are ready to sign click "Signature Location WalkThru".
  • Click Start from the pop up message
  • The signing wizard will jump you to all signing locations that have been assigned to you. Your progress will be monitored from the top left-hand corner. 
  • Click the shaded signature area to place your signature. Even with preset signature markers, you can drag the signature to a new location if needed.
  • If you need to place an additional signature click "Set Manual Signature" found near the top left-hand corner of the pdf viewer. Drag and drop the signature into the correct place.
  • When you send a document forward you can choose to include an optional note. To do so simply type your note into the text box found to the right of the Signature Location Walk Thru button. 
  • When you have finished signing and are ready to send the workflow forward click Done/Save.
  • The package will be automatically sent to the next step of the process and an automatic email will be sent to the next recipient. 


How to Disapprove/Send a WorkFlow Back


If you disapprove of the document package click "Send Back".

  • This will open send back note section of the Flow application page. 
  • You can decide who in the WorkFlow route you need to send the document back to. by using the "Send this WorkFlow back to" dropdown. You can only send a workflow back to someone who has already received the Flow. The position titles are listed in the order in which the workflow was routed. If you do not use this drop down the Flow will automatically be sent back to the last recipient.  (The initiator is the person that created the WorkFlow)
  • After you have selected who to send the workflow back to enter notes into the text box and click Send Back. 

How to Change the Upcoming WorkFlow Route

From the main workflow page click "Modify WorkFlow Route" found near the top of the routing network. (If you are in the pdf viewer click the X button to close the viewer)

Please see How to Modify A WorkFlow Route for more details


How to Download the Document 

From the pdf viewer click the export to pdf button found here



From the folder directory type the document a name and select what folder to save the document in. Click Save to finish.