Document Approvals

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

Capture document approvals electronically and build confidence and trust across the team.

Approval capabilities

File routing

Route files electronically in document approval steps.

Capture records

Capture a record of document approvals and a complete history of approval workflow.

Notifications

Speed up document approval processes by automating notifications and reminders.

Approval steps

Use and track approval steps in individual or group collaboration as well as sign-off procedures.

Paperless approvals

Replace ad-hoc and inconsistent approvals that rely on paper or email.

Approval processes

Supports both simple single approver steps and complex multiple approver processes.

How document approvals work

Document approval steps are designed to support business requirements for efficient reviews. Automatically route notifications and documents to one or more people for their acceptance and sign-off. As files are electronically routed, approvals are recorded in the system. Approval routing 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.

Approvals are a core component of workflow, and a cornerstone of effective process management. Combined with version control, a complete history of prior approved documents is maintained – supporting retention regulations and limiting legal liability.

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Approvals datasheet

Document Locator speeds up document routing, making it more efficient and accurate, with electronic review and approval.Get Datasheet »

Digital signatures

Use optional third-party applications to incorporate digital signatures within the document management system.Learn More »

Document workflow

Automate and improve business processes with built-in document workflow software that is included with Document Locator.Learn More »

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Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.

Quality & Compliance

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.

Human Resources

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.

Project Management

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

Operations

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Document Approvals