Document Approval Software System
Automate workflow with a document approval software system and watch productivity skyrocket
Document Approval Software System: A formalized, automated workflow process for submitting, routing, reviewing, approving, tracking, and collaborating on a variety of document types to make approval decisions. Document approval software ensures organizational standards are met and provide a complete audit trail of actions taken including time, date, and individual.
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:
With a document approval system like Integrify, you can quickly build your own custom approval workflows that automate all the normally painful steps of routing and tracking 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.
Documents can be submitted for approval along with 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 the document is approved, it can be pushed into any document management system including SharePoint.
While forms are the most common way to submit documents and accompanying information, document reviews can also 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:
We have a variety of resources to help you on your journey to an automated workflow.
To see how quickly you can begin automating your document approval processes, request a demonstration or trial of Integrify.
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