A document approval automation is basically a workflow that lists down every stage a document goes through before getting reviewed and approved. It is a map of the document’s journey from the first draft to the final version. For example: Let’s say you want to get your expense sheet approved, and all you need is your supervisor’s signature. You just share the document with the supervisor and VOILA, it’s approved! But if the same expense sheet needs to go through your supervisor, project manager, accounting department, and then the VP, it becomes a lot more complex. The expense sheet can be ‘Disapproved’ at any of these steps for countless reasons, and sent one, two or three steps back for corrections. These are just the kind of issues that can be resolved with a well designed document approval process.
On the outset, a properly designed document approval process creates a roadmap for your documents & helps you get your document’s approved much faster. But in reality, it does so much more.
Approved documents are automatically transferred onto the next user as per your workflow. If a document is rejected at any step, GLOBODOX automatically notifies the user(s) who has sent the document for approval. GLOBODOX also allows you to notify users when a document approval is delayed. These notifications can be in the form of in-app notifications or emails.