Get Started

Home > Product Features > Document Approval

Document approval workflow processes

Document approval processes build trust.

Document approval processes in Document Locator make it easy to know which files are final and approved, who made the approvals, and the complete document approval workflow history. Document approval processes also support the accurate recording of acceptance or agreement with business documents, such as policies, work instructions, or handbooks.

Document approval workflows automatically route documents to one or more users for review and sign-off. As files are electronically routed, approvals are recorded. Actions can be configured to automate tasks based on approval status. Everything is recorded in an audit trail that can be reviewed and analyzed in reports.

  • Route files electronically in document approval steps.
  • Capture a record of document approvals and a complete history of approval workflow.
  • Speed up document approval processes by automating notifications and reminders.
  • Use in group collaboration as well as sign-off or review processes.
  • Track the status of documents in review and approval steps.
  • Replace ad-hoc and inconsistent processes that rely on paper or email.
  • Supports both simple, single approver steps and complex, multiple approver processes.
Resources

Related Info

Watch the Video

"Being able to produce an audit trail of who has accessed what document and when is very important. Before Document Locator, we kept track of record evolution by hand for signature approvals."

Ken Burgener
North Davis County
Sewer District