Document review and approval software

The approval workflow can be fully customized, and manual repetitive tasks can be automated. Integrify is a versatile piece of approval management software, offering a low-code tool that can be applied to any business processes.

This software then collects and stores the historical data of your previous approval workflows in order to create an audit with all information about the approval. Kissflow is a no-code online platform that allows teams to automate their processes, create project boards, manage their workflow, and collaborate on the approval process. This software works by combining pre-made workflow designs with point-and-click wizard tools.

Users can grant quick one-click approvals, build customized task management lists, and create approval checklists for each workflow. Approval Donkey allows users to submit and approve requests that have been submitted through email, apps or online forms.

Then, through this centralized location, the approval requests can be gathered and converted into digital, automated workflows. ApprovalMax is a cloud-based tool designed for small and medium-sized businesses. With it, users can create approval workflow solutions for their accounting and business finance needs. Procurify is designed to assist with the operations of finance teams.

With it, they can create an approval workflow that provides them with greater transparency in regards to their company finances. We hope that this guide to approval workflow software will help you to take the reins and bring a much-needed boost to your workplace efficiency.

Muriel loves to create any kind of content and is a big fan of graphics that are visually catching and provide value to the reader. Receive actionable creative project management advice straight to your inbox on a bi-weekly basis.

Imprint Privacy Terms and conditions. Check our help guide for more info. Toggle navigation. Product Product Overview Filestage vs. What Is An Approval Workflow? Receive the feedback from the reviewers, and discuss the proposed changes. Make the agreed-upon changes.

Circulate the document through an additional feedback and review round until there are no more changes to be made. Get final approval for the document. What Is Approval Workflow Software? Additionally, approval software offers users the following features: Leave comments and annotations directly on the file.

Add time-stamped comments to videos and audio files. Reply to comments from other reviewers in the same review step. Add attachments to comments. Mention other reviewers and users. Share review links by email or chat. 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:.

To see how quickly you can begin automating your document approval processes, request a demonstration or trial of Integrify. Get a Free Demo. Get a Demo Learn More. Toggle navigation. 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 a variety of document types to make approval decisions.

Customised timeframes for submitting and approving documents with our built-in user defined timetable. Task Manager module that eliminates the guess work of what is required, when it is required and by whom. All Rights Reserved. Key Features. Digitally sign and date documents or forms without having to print and scan. A document approval system allows users to share, review, and collaborate on various documents all in one place.

This offers a lot of benefits to your team, project collaborators, and clients. In the following, we explain some of the benefits in more detail:. Document approval systems allow you to manage all your documents in one place and to simplify and structure the approval process.

For example, you can create multiple review steps for different reviewer groups. This way, you can create custom approval processes for each document or project. A document approval system offers project managers complete visibility about all the documents and their review status.

Plus, it increases the transparency for reviewers since they can interact with comments from other reviewers and see their review decision. By automating manual tasks, you can speed up your approval workflows. Most document approval systems offer features that allow you to automate tasks like file sharing, versioning, or sending reminders to reviewers.

A document approval system can be used to upgrade a wide array of everyday company procedures. These include everything from the approval of a new blog post on the website to large-scale company rebranding efforts. This is where implementing processes like a document approval system is essential.

Sometimes you just need to check something with your colleagues in order to finish the presentation for the next team meeting. Testimonials are a great way to confirm your expertise by showcasing the feedback of existing customers. With document approval software, you can easily share the text and receive the final approval quickly and effortlessly. This will help keep you organized and on top of your projects. By using the above example of a testimonial, we will take you through a typical digital document review and approval process.

When you need to get approval for a new testimonial story, the first thing to do is to outline all of the required review steps.

For example, the document may need approval from some members of your internal marketing team, your customer success manager, and the customer. Using your approval platform of choice, the next step is to upload the file in your project folder and invite the involved team members to review the document.

In our example, your internal marketing colleagues will be the first group to invite. After your colleagues have left their feedback on the testimonial text, you can edit the document accordingly and upload it again in the same review step to get approval from your team.

In addition to implementing a document approval system, you could consider agile project management tools. After the testimonial is approved in the first review step, you can pass the document into the next review and approval step and repeat the process.