Document Routing and Approval

Manage the document approval process with workflow management

 

Document routing and approval is a headache for many businesses. Anyone who's attempted to circulate a document for approval among a group, small or large, has been frustrated  by the process. Whether it's a contract review, project approval or piece of marketing collateral for approval, the experience of routing and tracking document approvals is usually manual and involves a lot of email.

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.

Document Approval Workflow

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.

document approval workflow

Launch Document Approvals Via Email

email monitor document approvalsWhile 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:

  • 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.

 

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No matter the platform, Integrify can help improve and streamline your business workflow.

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