Document Approval Workflow Process

About this Workflow

This is a fully automated document approval workflow that eliminates the need for getting your documents approved though a manual process or emails.

There could be endless reasons why a document would need an approval. Such as a proposal needs to be approved by a committee, changes are being made to an existing document, a contract needs to be signed by multiple people, getting an invoice approved, getting your HR Policy approved before sending it to employees, or when there is a need for collaboration between different departments for approving any document.

This ready to use workflow allows anyone to define sequence of steps for getting documents approved for different purposes. The number of approval steps might vary depending on business need.

This ready to use workflow provides following features:

Easy to initiate document approvals.
Unlimited approval steps.
Automatically creates power automate flows.
Built in E-Signature service (Free).
A User friendly dashboard to track your pending approvals.

Variety of approval options with comments from approvers.
Tightly integrated with Azure AD.
Maintains approval history.
Unique QR code for each approved document.
E-mail notifications.

Process Overview

Click to open expanded view

Risk Mitigation

By implementing a structured document approval process, organizations can mitigate risks associated with errors, compliance violations, and inconsistent information in document.

Streamlined Collaboration

The workflow facilitates efficient collaboration among authors, reviewers, and approvers. It provides clear channels for communication, feedback, and revisions, enabling smooth collaboration and effective coordination throughout the approval process.

Transparency

The document review and approval workflow establishes accountability by recording the review and approval history, creating a transparent audit trail for compliance and regulatory purposes.