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 emails.
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 document workflow.
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