Document Approval Software System
Automate document approval workflow and watch productivity skyrocket
Definition
Document Approval Software System: A formalized, automated approval process for submitting, routing, reviewing, approving, approval tracking, and collaborating on various document types to make approval decisions. Document approval software ensures organizational standards are met and provides a complete audit trail of document workflow actions taken, including time, date, and individual.
Understanding Document Approvals
Document approvals are a real sore point in most organizations. The approval software systems employed for managing the approval process can range from shared file folders to email to printouts. Not surprisingly no one is excited about these systems as they tend to be wasteful, slow, and opaque.
Most document approval workflows involve the following activities:
- Submitting
- Routing
- Reviewing/Approving
- Collaborating
- Tracking/Reporting
- Storage
With a document approval system like Integrify, you can quickly build your custom approval workflows that automate all the typically painful steps of routing and auditing documents. Plus, once the process is complete, the final documents can be pushed into your document management system. By streamlining your entire approval process, you can start projects earlier and meet deadlines more consistently.
Document Approval Workflow
Documents can be submitted for approval and required information via a custom Web form. Routing is based on preset rules you configure. Team members can collaborate and share information as well as upload documents. Once approved, the document can be pushed into any document management system, including SharePoint.
Launch Document Approvals Via Email
While forms are the most common way to submit documents and to accompany information, document reviews can be initiated by other methods like email. For instance, when a document is emailed to a single or group email account with attachments, those attachments can be pulled into an automatically-launched workflow process. In addition, metadata can be pulled into the process, including:
- Subject Line
- Sender Name/address
- Date/Time
- Body text
- CC'd addresses
Benefits of Document Approval Workflow
- Complete visibility into the status of any document submitted for approval.
- Custom routing and workflow based on your department or organization's needs.
- Set automated alerts and reminders for any part of the process.
- Sequential or parallel routing.
- Single or group approvals.
- Automatically maintain a complete audit trail of all activity and communication.
Document Approval Example: Contracts
Interested in Automating Your Document Review and Approval Workflow?
We have a variety of resources to help you on your journey to automate approvals.
Automate Any Document Approval Process
To see how quickly you can begin automating your document approval processes, request a demonstration or trial of Integrify.