{"id":411,"date":"2020-12-17T16:17:16","date_gmt":"2020-12-17T10:47:16","guid":{"rendered":"https:\/\/blogrevv.revv.so\/?p=411"},"modified":"2022-10-21T20:47:21","modified_gmt":"2022-10-21T15:17:21","slug":"how-to-automate-document-approval-workflow-process","status":"publish","type":"post","link":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/","title":{"rendered":"How to Automate Document Approval Workflows with Document Management System? &#8211; Digital Sign-Offs Part 3"},"content":{"rendered":"\n<p>Whether in large organizations or small, documents act as an essential pillar enabling smooth execution of day-to-day business processes. This places even more emphasis on creating perfect winning documents, which can be achieved effortlessly through an electronic document management system.<\/p>\n\n\n\n<p>Business documents are sent to internal teams for reviews and approvals before sharing them externally for final sign-offs.<\/p>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p>Businesses use Revv &#8211; a complete document management software &#8211; to automate document approval workflows, save valuable time and resources, and boost productivity.<\/p><\/blockquote><\/figure>\n\n\n\n<p>Cloud-based document management system, Revv, enables users to create rules, nominate approvers, and obtain approval\/rejection on documents through &#8216;send for internal approval&#8217; feature.&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><a href=\"#what-is\">What is a document approval workflow system?<\/a><\/td><\/tr><tr><td><a href=\"#why-are\">Why are document management systems \u2018the solution\u2019 to automating approval workflows?<\/a><\/td><\/tr><tr><td><a href=\"#who-needs\">Who needs to automate the document approval workflow?<\/a><\/td><\/tr><tr><td><a href=\"#revolutionize\">Revolutionize document approval workflows with Revv &#8211; The all-in-one document management software<\/a><\/td><\/tr><tr><td><a href=\"#benefits\">Benefits of Revv\u2019s seamless document approval process<\/a><\/td><\/tr><tr><td><a href=\"#steps\">Step-by-Step process to automate and streamline the document approval workflow through Revv<\/a><\/td><\/tr><tr><td><a href=\"#connect\">Connect the dots: Go beyond document approval &#8211; Embrace document automation with Revv\u2019s unparalleled features<\/a><\/td><\/tr><tr><td><a href=\"#pricing\">Pricing of Revv &#8211; Cherry on the cake<\/a><\/td><\/tr><tr><td><a href=\"#actions\">It\u2019s time to take actions<\/a><\/td><\/tr><tr><td><a href=\"#faq\">Frequently asked questions<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 id=\"what-is\"><strong>What is a document approval workflow system?<\/strong><\/h2>\n\n\n\n<p>Let&#8217;s first decipher what workflows are.<\/p>\n\n\n\n<p>Workflows are the rules that trigger a set of actions when a particular condition is met in documents.<\/p>\n\n\n\n<p>So, what is a document approval workflow?<\/p>\n\n\n\n<p>Whether internal or external, all documents are sensitive documents filled with information that circles around your business. While some documents don&#8217;t need the lens of scrutiny, some documents capture critical information that needs to be validated by internal teams before sending them to the recipients.&nbsp;<\/p>\n\n\n\n<p>Therefore, an approval workflow specifies the rules on how a file should travel and what stops it should make before reaching the destination.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Also, read<\/strong> &#8211; <a href=\"https:\/\/www.revv.so\/blog\/sales\/how-to-automate-business-documents-with-revv\/\" target=\"_blank\" rel=\"noreferrer noopener\">Top 20 must-have business documents for any organization<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Here&#8217;s an example of an approval workflow &#8211;<\/p>\n\n\n\n<p>Mr. Steve, sales manager at XYZ company, wants to ensure that if any of his sales associates offer a &#8216;yearly&#8217; billing period instead of &#8216;monthly&#8217; in the sales quote, such documents should be sent to him automatically for his approval.&nbsp;<\/p>\n\n\n\n<p>Also, he wants his sales head&#8217;s (Miss Emma) approval on these documents. But, he wants the quote to be sent to Miss Emma only after he has approved them.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/approval+workflow-80.jpg\" alt=\"What is a document approval workflow?\"\/><\/figure>\n\n\n\n<p>Now, let us understand what a document approval workflow system is.<\/p>\n\n\n\n<p>A document approval workflow system streamlines and enhances business operations. It automatically routes electronic documents to the respective approvers and provides insights on approvers&#8217; actions and pending tasks.<\/p>\n\n\n\n<h2 id=\"why-are\"><strong>Why are document management systems \u2018the solution\u2019 to automating approval workflows?<\/strong><\/h2>\n\n\n\n<p><strong>First, what is a document management system (DMS)? What is the purpose of a document management system?<\/strong><\/p>\n\n\n\n<p>Document management systems are cloud-based software that builds a paper-free workplace. <a href=\"https:\/\/www.revv.so\/blog\/sales\/ghosts-of-document-management-past\/\" target=\"_blank\" rel=\"noreferrer noopener\">It protects organizations from the horrors of haywire, painful, and error-prone document management<\/a>. The software helps create, organize, digitize, store, and manage files and protects them with a built-in security system.&nbsp;<\/p>\n\n\n\n<p>The document management system features list includes &#8211; customizable templates, e-signature, no-code workflow automation, collaboration, business platforms integration, API integration, notifications, real-time tracking, version control, access control, information management, data and records management, and file type conversion &#8211; along with an added layer of security.<\/p>\n\n\n\n<p><strong>Next, why do you need a DMS for approval workflow automation?<\/strong><\/p>\n\n\n\n<p>Automating document approval workflow is the tip of the iceberg when it comes to document management. To bring efficiency into the system, businesses also need to fasten the pre- and post-process of document approval.\u00a0<\/p>\n\n\n\n<p>For example &#8211;<\/p>\n\n\n\n<ul><li>Is the document drafted professionally?<\/li><li>What\u2019s happening to it post-internal approval?\u00a0<\/li><li>Is it sent to customers for eSignature or soft signs?\u00a0<\/li><li>Is it signed?\u00a0<\/li><li>Where is it stuck?<\/li><\/ul>\n\n\n\n<p>&#8230;and so on.<\/p>\n\n\n\n<p>An integrated document management system is equipped with workflow tools, business apps integration, machine learning, drafting, storing, and tracking capabilities. It puts a stop to NIGO (Not-in-Good-Order) issues and makes the whole document process automated, intuitive, and faster.<\/p>\n\n\n\n<p>Let\u2019s consider the same document workflow example explained above to explain an automation process.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/automation+process-80.jpg\" alt=\"Automate documents completely - from draft to storage\n\"\/><\/figure>\n\n\n\n<ul><li>A sales quote is automatically created in a DMS when a new lead is added to CRM<\/li><li>Sales quote edited in DMS as per the requirement and sent for internal approval<\/li><li>File sent for eSignatures in DMS post internal approval&nbsp;<\/li><li>Once eSigned, a notification on the same gets delivered to a chat channel in slack<\/li><\/ul>\n\n\n\n<h2 id=\"who-needs\"><strong>Who needs to automate the document approval workflow?<\/strong><\/h2>\n\n\n\n<p>Processing documents is an ingrained part of every department in an organization &#8211; sales, purchase, human resources, marketing, finance, customer support, legal, etc.<\/p>\n\n\n\n<p>The documents in each business function flow through various approvals depending upon the set rules.<\/p>\n\n\n\n<p>If the approval process is driven by paper documents or via emailing of web-based documents like Microsoft Office Word or PDF &#8211;<\/p>\n\n\n\n<ul><li>Tracking each document manually in the approval chain becomes difficult and time-consuming<\/li><li>The sender has to go through non-ending email threads to check approvers&#8217; feedback and whether the document is approved or rejected&nbsp;<\/li><li>This all further increases the turnaround time and delays the sharing of files with the final recipients<\/li><\/ul>\n\n\n\n<p>Therefore, every business needs a document management system to automate these approval workflows. It liberates them from error-prone and time-consuming manual methods and focuses their strengths on more fruitful work.<\/p>\n\n\n\n<h2 id=\"revolutionize\"><strong>Revolutionize document approval workflows with Revv &#8211; The all-in-one document management software<\/strong><\/h2>\n\n\n\n<p>Revv is an easy-to-use and advanced document management software system. Its user-friendly features redefine the approval process, enhance daily operations, increase productivity, and ensure that nothing slips through the cracks.<\/p>\n\n\n\n<h3><strong>How to configure approval workflows in documents with Revv?<\/strong><\/h3>\n\n\n\n<h4><strong>1. Template level<\/strong><\/h4>\n\n\n\n<p>Business departments in an organization deal with multiple documents on a daily basis. There is some information that remains common in these documents, while some fields need customization.&nbsp;<\/p>\n\n\n\n<p>Also, depending on the criticality of the information, some fields might require approvals.\u00a0<\/p>\n\n\n\n<p>Revv\u2019s document management solution expedites this process through its form-based templates. <\/p>\n\n\n\n<p><strong>a) Form fields level<\/strong> &#8211; Form fields are fillable placeholders in a document. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/GIF-1-Form-Field.gif\" alt=\"How to create form fields in a template?\" class=\"wp-image-412\"\/><\/figure>\n\n\n\n<p>The information that you fill in these fields gets automatically updated in the corresponding fields throughout the document, and reduces the repetitive processes of redoing the work.<\/p>\n\n\n\n<p>It helps to draft a document without any hassle in just three steps &#8211; pick a template, create a doc, and fill the form fields to complete it.&nbsp;<\/p>\n\n\n\n<p>For example, the sales team in an organization sends out sales proposals to prospective clients. Some information is kept standardized for every sales proposal, while some need customization like packages, billing period, company name, company address, etc.&nbsp;<\/p>\n\n\n\n<p>The fields that need to be updated every time can be created as form fields in the sales proposal template.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Next, create an approval process for fields that demand scrutiny from colleagues or seniors before sending them externally. For example, a workflow can be created for all sales proposals where the billing period is more than two months.&nbsp;<\/p>\n\n\n\n<p>Upon trigger, such approval requests get routed to the list of approvers provided in the workflow settings.&nbsp;<\/p>\n\n\n\n<p><strong>Note<\/strong> &#8211; The proposals that don\u2019t require approval get automatically approved.&nbsp;<\/p>\n\n\n\n<p><strong>b) Clause or text level &#8211; <\/strong>Create multiple options for clauses and use them in documents as and when you require them. For example, you can have three clause options for three different pricing terms. If any particular selected clause demands a review, users can configure workflows based on text or <a href=\"https:\/\/www.revv.so\/docs\/create-approval-workflow-rules-based-on-custom-fields\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">clause level in the template<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/GIF-2-Clause.gif\" alt=\"How to create clause based form fields in a template?\" class=\"wp-image-413\"\/><\/figure>\n\n\n\n<h4><strong>2. Quote level <\/strong><\/h4>\n\n\n\n<p>Revv rescues sales teams from chaotic and inefficient email approvals on sales quotes.&nbsp;<\/p>\n\n\n\n<p>In Revv, you can <a href=\"https:\/\/www.revv.so\/docs\/create-rule-based-approval-workflows\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">specify criteria at the product or price level<\/a> and select the approvers. For example, an automated approval workflow can be created when the sales team increases quantity beyond a threshold or gives more discount than allocated in the quote.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Looking to automate sales quotes?<\/strong><br><br>Follow this guide &#8211; <a href=\"https:\/\/www.revv.so\/blog\/create-sales-quote-automation-through-business-apps\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to achieve sales quote automation with document management systems?<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 id=\"benefits\"><strong>Benefits of Revv\u2019s seamless document approval process<\/strong><\/h2>\n\n\n\n<p>Revv is an all-in-one suite that streamlines and puts the right document management system in place. Its advanced approval workflow features enable smooth and effortless management of documents.&nbsp;<\/p>\n\n\n\n<p><strong>Enable sequential or parallel approval workflows &#8211; <\/strong>Revv enables users to specify the order in which documents need to be approved.&nbsp;<\/p>\n\n\n\n<p>In a sequential approval system, a file moves to the next approver only when approval is received from the previous approver. &nbsp;<\/p>\n\n\n\n<p>In parallel approval, a file is delivered to all the approvers altogether.<\/p>\n\n\n\n<p><strong>Standardized processes<\/strong> &#8211; It saves businesses from the chaotic loop of follow-ups over emails. It automates the approval workflow based on rules and criteria on documents and standardizes the entire process across business functions and teams in an organization.<\/p>\n\n\n\n<p><strong>Quick actions &#8211; <\/strong>The \u2018Check and send for internal approval\u2019 feature facilitates responding to a document by clicking on the \u2018approve\u2019 or \u2018reject\u2019 button. The internal approvers can also leave their comments\/reasons for their decisions in the feedback box. <\/p>\n\n\n\n<p>Set precise triggers and automate your <a href=\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/\" target=\"_blank\" rel=\"noreferrer noopener\">document approval workflows<\/a> with this option.<\/p>\n\n\n\n<p>If you want your document to be reviewed by someone outside your organization, opt for the \u2018Send by email\u2019 option provided. The sender can set the recipient permission to view or edit the document.\u00a0\u00a0<\/p>\n\n\n\n<p><strong>Document status tracking &#8211; <\/strong><a href=\"https:\/\/www.revv.so\/docs\/how-do-i-track-user-activities-on-the-document\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Revv\u2019s workflow tracking mechanism<\/a> provides insights on actions performed on a document, where the approval is stuck, and by whom. Clear visibility of every step helps to identify the hurdles and take necessary measures.<\/p>\n\n\n\n<p><strong>Faster<\/strong> &#8211; Approval automation speeds-up the entire process and leaves no space for confusion. It also informs approvers to act on tasks through email notifications.<\/p>\n\n\n\n<p><strong>Real-time notification system<\/strong> &#8211; Revv sends email notifications to both sender and recipients of the action that needs to be taken on the document. For example, the sender gets notified when documents are sent to recipients, when the recipient opens them, and completes the assigned task. While, the recipient will gets email alerts on what document has been sent by whom, and what action he\/she has to complete.\u00a0<\/p>\n\n\n\n<p><strong>Easily accessible<\/strong> &#8211; Revv provides easy accessibility of files, be it from a desktop or mobile device. This means, with an internet connection, decisions on documents can be taken immediately from anywhere.&nbsp;<\/p>\n\n\n\n<p><strong>Highly secure<\/strong> &#8211; Revv ensures safety and security on all documents with the latest industry standards.<\/p>\n\n\n\n<h2 id=\"steps\"><strong>Step-by-Step process to automate and streamline the document approval workflow through Revv<\/strong><\/h2>\n\n\n\n<p>In this blog, we will create and implement an internal approval workflow on documents for form fields. Similarly, workflow processes can be created for clauses and quotations.<\/p>\n\n\n\n<p><strong>Follow the below instructions and learn to create and manage your document approval workflow process in Revv:<\/strong><\/p>\n\n\n\n<h3><strong>Step 1 &#8211; How to add form fields in a template?<\/strong><\/h3>\n\n\n\n<p>1. Go to the \u2018Templates\u2019 section.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Documents.png\" alt=\"How to create form-based templates with DMS?\n\"\/><\/figure>\n\n\n\n<p>2. Choose a template from \u2018My Templates.\u2019<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"960\" height=\"640\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/My-Templates.png\" alt=\"How to draft form templates with Revv - the most advanced document management software?\" class=\"wp-image-415\" srcset=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/My-Templates.png 960w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/My-Templates-300x200.png 300w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/My-Templates-768x512.png 768w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<p>3. You can also import a template from Revv\u2019s <a href=\"https:\/\/www.revv.so\/templates?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=How+to+Automate+Document+Approval+Workflows\" target=\"_blank\" rel=\"noreferrer noopener\">1000+ templates<\/a>. Add it to the \u2018My Templates\u2019 section in Revv.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Revv-so-store.png\" alt=\"How to access and search templates within Revv's simple document management system? \"\/><\/figure>\n\n\n\n<p>4. Click on the template.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Template-Added.png\" alt=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Template-Added.png\"\/><\/figure>\n\n\n\n<p>5. To make any changes in a template, ensure that it is in \u2018Template Draft\u2019 mode and not in \u2018Published\u2019 mode. If it is in \u2018Published\u2019 mode, then click on the \u2018Edit\u2019 button on the page and change it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Blocks-Template-Draft-mode.png\" alt=\"Revv's templates provide ease-of-use to draft documents with the right information.\"\/><\/figure>\n\n\n\n<p>6. Edit and complete the template. Customize it using Revv\u2019s rich drag-and-drop editor, add more blocks to the template, and edit them based on your requirement. Another way to do this is by clicking on the plus (+) icon, selecting the required block, and editing it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Blocks-Customize-templates.png\" alt=\"Documents based on Revv's templates have complete information.\"\/><\/figure>\n\n\n\n<p>7. Select the text you want to customize.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Select+text.png\" alt=\"How to customize the information in form fields in Revv, the best cloud-based electronic document management system?\"\/><\/figure>\n\n\n\n<p>8. Click on the \u2018Add Form Field\u2019 button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Add+Form+Fields.png\" alt=\"Create form-fields in templates with Revv's cloud-based document management system.\n\"\/><\/figure>\n\n\n\n<p>9. Choose a relevant form field and save it. For example (in the below image), the \u2018State\u2019 field in \u2018Jurisdiction and Governing Law\u2019 section is linked to \u2018Jurisdiction (USA)\u2019 form field.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Choose+form+field.png\" alt=\"Create documents with the right information using Revv's template files.\"\/><\/figure>\n\n\n\n<h3><strong>Step 2 &#8211; How to create and implement an approval workflow for form fields?<\/strong><\/h3>\n\n\n\n<p>1. Go to the form fields pane, hover over the created field, and click on \u2018Attach Workflow.\u2019<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Attach+Workflow.png\" alt=\"How to create approval workflows for files with cloud-based document management systems like Revv?\"\/><\/figure>\n\n\n\n<p>2. Let us create a workflow. For example, route an agreement for approval if the jurisdiction falls under \u2018California.\u2019<\/p>\n\n\n\n<p>To do that, first, let us create a condition and select the value as \u2018California.\u2019<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Add+a+condition.png\" alt=\"How to create an approval workflow with Revv's software document management system?\"\/><\/figure>\n\n\n\n<p>3. Next, we will choose the actions that will get activated for those conditions.&nbsp;<\/p>\n\n\n\n<p>Choose between sequential and parallel approval.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Choose+a+workflow+type.png\" alt=\"How to create approval workflows with document management solutions?\n\"\/><\/figure>\n\n\n\n<p>4. Add approvers to the list. You can also create a group of approvers in Revv. For example, corporate team, legal team, sales team, finance team, etc.\u00a0<\/p>\n\n\n\n<p>While creating an approval workflow, you can select a user or a group to respond to approval requests. <a href=\"https:\/\/www.revv.so\/docs\/how-to-create-a-group\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Learn how to create user groups.<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Add+Approvers.png\" alt=\"Set rules and criteria for who can access and approve the files. \n\"\/><\/figure>\n\n\n\n<p>5. Write a message that gets displayed when the workflow is triggered.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Type+your+message.png\" alt=\"How to create approval workflows in document management systems?\"\/><\/figure>\n\n\n\n<p>6. Click on \u2018Save\u2019 button. The workflow is now created and will be triggered whenever this condition is added.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Save+workflow.png\" alt=\"How to set up internal approvals on files with document management systems?\n\"\/><\/figure>\n\n\n\n<p>7. Click on \u2018Publish\u2019 button when the template is complete and ready.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Click+on+Publish.png\" alt=\"How to set up approval workflows at template level with document management systems?\n\"\/><\/figure>\n\n\n\n<p>8. Select \u2018Form template\u2019 tab, and click on \u2018Publish as form template\u2019 button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Publish+template+on+form+mode.png\" alt=\"Simplify the internal approval process on files with document management systems.\"\/><\/figure>\n\n\n\n<h3><strong>Step 3 &#8211; How does \u2018Send for internal approval\u2019 process works in Revv?<\/strong><\/h3>\n\n\n\n<p>1. Go to the \u2018Documents\u2019 section in Revv. Click on the \u2018Create document\u2019 button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Create-a-doc.png\" alt=\"How to share a file for internal approvals with Revv's document management solutions?\"\/><\/figure>\n\n\n\n<p>2. Select a template. Here let us select the lease agreement template that we have tailored in the above steps.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Select-a-template.png\" alt=\"How to search and access templates in Revv? \n\"\/><\/figure>\n\n\n\n<p>3. You can view all the form fields that are included in the template.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Form+fields+feature.png\" alt=\"Draft a document with the right information within seconds using Revv\u2019s form fields feature. \"\/><\/figure>\n\n\n\n<p>4. Fill in the form fields. Details entered in the form fields are automatically updated in the relevant fields of the document.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Fill+in+form+fields.png\" alt=\"Revv empowers users to fill the key information in a document in a much faster way through its form fields solution.\"\/><\/figure>\n\n\n\n<p>5. When done, click on \u2018Send\u2019 button and select \u2018Send for internal approval\u2019 from the drop-down.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Send+for+approval.png\" alt=\"Send documents for internal approvals using Revv\u2019s \u2018Send for internal approval\u2019 feature solution\"\/><\/figure>\n\n\n\n<p>6. Documents associated with workflows can&#8217;t be sent directly to recipients without internal review. By default, such documents will be first routed for internal approvals. Later, once approved, the file can be sent to the final recipients for eSignature or acceptance.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>As you can see in the below image, California is the selected value in the jurisdiction field. Since it is associated with a workflow, a message pops-up with a list of designated approvers and a comment box. Add a comment citing the reason for approval and send it for internal review.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Workflow+approval+popup.png\" alt=\"How to automate document approval workflows with the right process and information?\"\/><\/figure>\n\n\n\n<p>7. The approvers get immediately notified through email alerts. Click on \u2018View document.\u2019<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Approve-Doc-Email.png\" alt=\"How to create document approval workflow solution with Revv?\n\"\/><\/figure>\n\n\n\n<p>8. It will take you to Revv\u2019s sign-up page. Enter credentials &#8211; login id and password.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Log-In-to-Revv.png\" alt=\"Learn how a document approval workflow works in Revv.\"\/><\/figure>\n\n\n\n<p>9. Approve\/Reject it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Approve-Reject.png\" alt=\"All you need is an internet connection and take action on Revv documents from anywhere through a desktop or mobile access.\"\/><\/figure>\n\n\n\n<h3><strong>Step 4 &#8211; How to track approvers\u2019 actions on documents?<\/strong><\/h3>\n\n\n\n<p>1. The \u2018Activity\u2019 tab provides clear visibility on all the actions taken or pending in documents. <a href=\"https:\/\/medium.com\/revv-so\/streamline-your-document-approval-process-with-revvsales-d9aebc8f901d\" target=\"_blank\" rel=\"noreferrer noopener\">The sender can easily track who has approved it<\/a>, pending approvals, where it is held up, and by whom.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Activity-Tab.png\" alt=\"Monitor approvers\u2019 actions on a document through \u2018Activity\u2019 tab in Revv\n\"\/><\/figure>\n\n\n\n<p>2. Revv also sends email notifications to the sender when a document is approved.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Revv-Sends-Email-to-sender.png\" alt=\"Revv sends email notifications to senders on the status of their files.\"\/><\/figure>\n\n\n\n<p>3. The list of approvers can also be accessed through \u2018Team\u2019 tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/List-of-approvers.png\" alt=\"Check the list of approvers through \u2018Team\u2019 tab in Revv\"\/><\/figure>\n\n\n\n<h3>Watch video: <\/h3>\n\n\n\n<p><strong>How to create document approval workflows with form fields?<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls poster=\"https:\/\/blogrevv.revv.so\/wp-content\/uploads\/2020\/12\/How-to-create-document-approval-workflows.png\" src=\"https:\/\/blogrevv.revv.so\/wp-content\/uploads\/2020\/12\/How-to-create-document-approval-workflows.mp4\"><\/video><\/figure>\n\n\n\n<p><strong>How to trigger document approval workflows with \u2018Send for internal approval\u2019 feature?<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls poster=\"https:\/\/blogrevv.revv.so\/wp-content\/uploads\/2020\/12\/How-a-document-approval-process-operates-in-Revv.png\" src=\"https:\/\/blogrevv.revv.so\/wp-content\/uploads\/2020\/12\/How-a-document-approval-process-operates-in-Revv.mp4\"><\/video><\/figure>\n\n\n\n<h2 id=\"connect\"><strong>Connect the dots: Go beyond document approval &#8211; Embrace document automation with Revv\u2019s unparalleled features<\/strong><\/h2>\n\n\n\n<p>Document approval workflows are one part of the document management landscape.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>In 2018, Nintex ran a survey of 1,000 U.S. full-time employees across industries and departments and listed the top five broken processes in American workplaces.&nbsp;<br><br>In the report, <a href=\"https:\/\/info.nintex.com\/rs\/272-JVS-996\/images\/Nintex%20AMBP%20Ebook%20Final.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Definitive Guide to America&#8217;s Most Broken Processes<\/a>, 39% of the people interviewed observed broken document management\/sales processes within their organization. In specific:<br><br>&#8211; 49% said they struggle to locate documents<br>&#8211; 43% have difficulty with document approval requests and document sharing<br>&#8211; 34% struggled with completing and filing new client paperwork<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Revv\u2019s document management solution is filled with vast capabilities that connect the before and after steps of a document approval process and help accomplish <a href=\"https:\/\/www.revv.so\/blog\/sales\/document-management-create-docs-that-sell-for-you\/\" target=\"_blank\" rel=\"noreferrer noopener\">end-to-end document management<\/a>. Here are the key features &#8211;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/dm\/how-to-automate\/Automate+your+document+management+with+Revv_-80.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Pre-vetted template library<\/strong> &#8211; Revv provides <a href=\"https:\/\/www.revv.so\/templates?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=How+to+Automate+Document+Approval+Workflows\" target=\"_blank\" rel=\"noreferrer noopener\">1000+ legally-vetted templates<\/a> that are easy-to-use and completely customizable with a rich text editor. This saves significant search time that goes into looking for the right template in the search engine.<\/p>\n\n\n\n<p><strong>Electronic signatures<\/strong> &#8211; Revv&#8217;s in-built eSignature system with bank-grade security provides a pool of advanced options to obtain an electronic signature for legal documents. The eSignatures are completely safe and compliant to local and international laws. The recipient can also personalize their signatures and sign off the documents. They can <strong>draw<\/strong> signatures, <strong>upload<\/strong> their wet-ink signature, choose from <strong>pre-formatted text<\/strong> styles, and <strong>connect their crypto-wallet<\/strong> such as <a href=\"https:\/\/www.revv.so\/sign-documents-with-metamask-wallet.html\" target=\"_blank\" rel=\"noreferrer noopener\">MetaMask<\/a> to sign off.\u00a0<\/p>\n\n\n\n<p>The users can pick how they want the recipients to sign the dotted line &#8211; by writing their full name, drawing signatures, or signing it with just their initials.&nbsp;<\/p>\n\n\n\n<p>Once sent, recipients can eSign the documents on the mobile app within minutes.<\/p>\n\n\n\n<p>To ensure the security of documents, Revv offers <a href=\"https:\/\/www.revv.so\/docs\/how-do-i-send-a-document-for-esignature\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">OTP-based identity authentication<\/a> via SMS.<\/p>\n\n\n\n<p>If the users have their own files that need to be signed, Revv enables that too. The file types that Revv allows are PDF or DOCX. All users have to do is &#8211; upload these file types, add a signature placeholder, and send it for eSignatures.<\/p>\n\n\n\n<p>Revv also provides an option of <a href=\"https:\/\/www.revv.so\/blog\/get-consent-on-documents-with-send-for-acceptance-feature-in-revv\/\" target=\"_blank\" rel=\"noreferrer noopener\">soft sign through its &#8216;Send for acceptance\u2019 feature. <\/a>Documents that need recipients&#8217; consent to move forward can be closed using this feature.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Also read<\/strong>: <a href=\"https:\/\/www.revv.so\/blog\/how-to-create-an-electronic-signature-in-documents\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to eSign a document?<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>API integration<\/strong> &#8211; Revv&#8217;s document management system enables integration of third-party applications like customer relationship management (CRM), accounting software, and many more through <a href=\"https:\/\/www.revv.so\/docs\/authenticate-your-revv-api\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">native APIs<\/a>.&nbsp; This ensures consistent information management and records management across all applications.&nbsp;<\/p>\n\n\n\n<p><strong>Business apps integration<\/strong> &#8211; Revv also provides <a href=\"https:\/\/help.revvsales.com\/docs\/use-revvsales-integrations-with-zapier\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Zapier integration that allows the business apps to talk to one another<\/a>. Automate tasks as per your business process and let data and documents flow effectively across multiple platforms.<\/p>\n\n\n\n<p><strong>Bonus:<\/strong> Revv\u2019s <a href=\"https:\/\/www.revv.so\/docs\/introduction-to-data-studio\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Data Studio<\/a> feature allows users to map simple to complex data to their documents seamlessly. No code, scripts, and APIs are required to avail this feature. All you have to do is connect your data source (Salesforce, Spreadsheets, HubSpot, etc.) to the Revv platform and map data from your source to the respective form fields inside the document.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Looking to automate non-disclosure agreements?<\/strong><br><br>Follow this guide &#8211; <a href=\"https:\/\/www.revv.so\/blog\/how-to-automate-a-non-disclosure-agreement-with-revv\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to seamlessly integrate NDAs with multiple applications and automate them end-to-end with Revv\u2019s smart DMS?<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Automated workflows<\/strong> &#8211; Whether it is about automating internal approval on documents or automating workflows between multiple apps, Revv &#8216;s<a href=\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/\" target=\"_blank\" rel=\"noreferrer noopener\"> document management system workflow<\/a> outranks other such cloud-based solution systems.&nbsp;<\/p>\n\n\n\n<p><strong>Template access control with user management<\/strong> &#8211; Add security and prevent confidential data and information in templates by choosing each template&#8217;s users.<\/p>\n\n\n\n<p><strong>Machine learning on data<\/strong> &#8211; Revv is a machine learning-based document management software. Its <a href=\"https:\/\/www.revv.so\/docs\/how-do-i-use-the-metalens-feature\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Metalens feature<\/a> allows users to extract relevant data and identify crucial information from any PDF or DOCX file type within Revv.\u00a0 This extracted data uncovers new insights that help to create workflows and optimize business processes.<\/p>\n\n\n\n<p><strong>And the features list doesn&#8217;t end here! Revv also provides <\/strong>&#8211;<\/p>\n\n\n\n<ul><li><a href=\"https:\/\/www.revv.so\/docs\/stripe\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Stripe integration<\/a> to collect online payments<\/li><li><a href=\"https:\/\/www.revv.so\/docs\/collaboration-management\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Collaboration within the document<\/a> through @mentions, notes, and comments features<\/li><li>Organized cloud storage of files which makes the search for electronic documents a breeze<\/li><li>Right from creation to approval, distribution, eSignatures, and storage on the cloud, Revv brings a document control system in order. Businesses get an extensive view and tracking of documents and information that enables document control and improves compliance.<\/li><li>Automated alerts to recipients to take action on documents<\/li><li>Legally binding audit trail is also provided by Revv for all eSigned documents. It is called the <strong>Evidence Summary <\/strong>certificate. It is a digital certificate that chronologically records each action taken during the signing process. It includes \u2013 the signer\u2019s information, date and time stamp of each action taken by the signer, the IP address of the signer, and other details that act as legal proof.<\/li><li>Shareable online document links (<a href=\"https:\/\/www.revv.so\/docs\/magic-link-vs-snap-link\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">magic and snap links<\/a>) for external users for a quick view of the document without signing into Revv<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Confused between the many document management systems available around you and looking for the right fit?\u00a0<\/strong><br><br>Your search ends now!<br><br>Follow this <a href=\"https:\/\/www.revv.so\/blog\/sales\/top-18-document-management-systems-to-help-reduce-paper-trails\/\" target=\"_blank\" rel=\"noreferrer noopener\">guide to learn about the best document management systems<\/a> and find the right fit for your business.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 id=\"pricing\"><strong>Pricing of Revv &#8211; Cherry on the cake<\/strong><\/h2>\n\n\n\n<p>Revv gives access to all these automation features with generous pricing plans that fit the pocket of both smaller and larger organizations, freelancers, or solopreneurs.&nbsp;&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/www.revv.so\/pricing.html?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=How+to+Automate+Document+Approval+Workflows\" target=\"_blank\" rel=\"noreferrer noopener\">Revv offers customizable pricing plans, suiting your requirements<\/a>.<\/p>\n\n\n\n<p>Try out Revv! <a href=\"https:\/\/www.revv.so\/?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=How+to+Automate+Document+Approval+Workflows\" target=\"_blank\" rel=\"noreferrer noopener\">Sign up<\/a> and commence your document management journey.<\/p>\n\n\n\n<h2 id=\"actions\"><strong>It\u2019s time to take action<\/strong><\/h2>\n\n\n\n<p>Revv frees up teams and departments from sluggish approval workflows. Manual or email approvals are tedious and can end up costing the company in terms of money, time, and brand value.<\/p>\n\n\n\n<p>Revv accelerates the entire process and saves time by automatically routing the documents around the workplace. It tracks and identifies bottlenecks in real-time and enables teams to take prompt actions.<\/p>\n\n\n\n<p>With Revv\u2019s advanced automation features, businesses go one step ahead of approvals and manage the entire lifecycle of documents, right from creation to storage.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.revv.so\/?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=How+to+Automate+Document+Approval+Workflows\" target=\"_blank\" rel=\"noreferrer noopener\">Partner with Revv<\/a> and make your document management intelligent and smarter.&nbsp;<\/p>\n\n\n\n<h2 id=\"faq\"><strong>Frequently asked questions<\/strong><\/h2>\n\n\n\n<p><strong>What is an approval workflow?<\/strong><\/p>\n\n\n\n<p>An approval workflow is a series of tasks that route documents to recipients for their approval. Here, a document goes through multiple checks by the approvers to rule out the scope of any wrong information.<\/p>\n\n\n\n<p><strong>How do you create an approval workflow?<\/strong><\/p>\n\n\n\n<p>An approval workflow is created by establishing rules and criteria and automatically moving the documents to the approvers when a condition is triggered. Here\u2019s how it is done in Revv &#8211;<\/p>\n\n\n\n<ul><li>Create a condition by selecting the value<\/li><li>Choose the routing method of approval &#8211; sequential or parallel<\/li><li>Add who should approve the workflow<\/li><li>Add a message that should appear to the approvers to give them a context<\/li><\/ul>\n\n\n\n<p><strong>What are the best document management systems?<\/strong><\/p>\n\n\n\n<p>Revv is one of the best document management systems. It is equipped with 1000+ easy-to-use templates, a rich document editor, payment integration, form mode templates, collaboration through comments, notes, and attachments, eSignatures, activity trackers, online sharing and soft sign, no-code workflow automation, <a href=\"https:\/\/revv.drift.click\/Automate_NDA_workflow_with_Google_Sheets_and_Revv\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a>, <a href=\"https:\/\/revv.drift.click\/Automate_Document_workflow_with_Zapier_and_Revv\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">business apps integration with Zapier<\/a>, and many more.<\/p>\n\n\n\n<p><strong>What are the three benefits of a document management system?<\/strong><\/p>\n\n\n\n<p><strong>Better compliance<\/strong> &#8211; A DMS elevates compliance with automated workflows, version control, and a tracking system. This rules out the scope of errors and makes everything identifiable and audit-ready.&nbsp;<\/p>\n\n\n\n<p><strong>Added security<\/strong> &#8211; Data stored in easily-accessible folders or file cabinets is vulnerable to theft or tampering. A DMS provides security and confidentiality of data through user-based access control. Only the chosen users can see or edit documents.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>Centralized cloud storage<\/strong> &#8211; Document management systems provide abundant storage capacity (on the cloud) to store documents. The organized pool of electronic documents helps in better records management and quick search and retrieval of files.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bid adieu to the old and sluggish ways of document approvals. Craft perfect document approval workflows with Revv&#8217;s &#8216;Send for internal approval&#8217; feature. Make the entire approval process faster, intelligent, and smarter. <\/p>\n","protected":false},"author":3,"featured_media":1092,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[3],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Automate Approval Workflow with Document Management System?<\/title>\n<meta name=\"description\" content=\"Learn how to automate document approval workflows with Revv&#039;s document management system and make them intuitive and faster.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Automate Approval Workflow with Document Management System?\" \/>\n<meta property=\"og:description\" content=\"Learn how to automate document approval workflows with Revv&#039;s document management system and make them intuitive and faster.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/\" \/>\n<meta property=\"og:site_name\" content=\"Revv Blog\" \/>\n<meta property=\"article:published_time\" content=\"2020-12-17T10:47:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-10-21T15:17:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/Digital-Signoff-Approval.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"480\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Seema\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"23 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.revv.so\/blog\/#organization\",\"name\":\"Revv\",\"url\":\"https:\/\/www.revv.so\/blog\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.revv.so\/blog\/#logo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/blogrevv.revv.so\/wp-content\/uploads\/2020\/10\/Revv-Logo.png\",\"contentUrl\":\"https:\/\/blogrevv.revv.so\/wp-content\/uploads\/2020\/10\/Revv-Logo.png\",\"width\":2212,\"height\":539,\"caption\":\"Revv\"},\"image\":{\"@id\":\"https:\/\/www.revv.so\/blog\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.revv.so\/blog\/#website\",\"url\":\"https:\/\/www.revv.so\/blog\/\",\"name\":\"Revv Blog\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/www.revv.so\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.revv.so\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/Digital-Signoff-Approval.jpeg\",\"contentUrl\":\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/Digital-Signoff-Approval.jpeg\",\"width\":1200,\"height\":480,\"caption\":\"An expert guide to automating document approval workflow with Revv's document management system.\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#webpage\",\"url\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/\",\"name\":\"How to Automate Approval Workflow with Document Management System?\",\"isPartOf\":{\"@id\":\"https:\/\/www.revv.so\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#primaryimage\"},\"datePublished\":\"2020-12-17T10:47:16+00:00\",\"dateModified\":\"2022-10-21T15:17:21+00:00\",\"description\":\"Learn how to automate document approval workflows with Revv's document management system and make them intuitive and faster.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.revv.so\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Automate Document Approval Workflows with Document Management System? &#8211; Digital Sign-Offs Part 3\"}]},{\"@type\":\"Article\",\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#webpage\"},\"author\":{\"@id\":\"https:\/\/www.revv.so\/blog\/#\/schema\/person\/a148d32e1b2376f5baeabc1e769bf6f8\"},\"headline\":\"How to Automate Document Approval Workflows with Document Management System? &#8211; Digital Sign-Offs Part 3\",\"datePublished\":\"2020-12-17T10:47:16+00:00\",\"dateModified\":\"2022-10-21T15:17:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#webpage\"},\"wordCount\":3753,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.revv.so\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/Digital-Signoff-Approval.jpeg\",\"articleSection\":[\"Document Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#respond\"]}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.revv.so\/blog\/#\/schema\/person\/a148d32e1b2376f5baeabc1e769bf6f8\",\"name\":\"Seema\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.revv.so\/blog\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/10\/Seema-1-150x150.jpg\",\"contentUrl\":\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/10\/Seema-1-150x150.jpg\",\"caption\":\"Seema\"},\"description\":\"Seema is a Product Expert at Revv. She believes in the power of words and storytelling. She spends most of her time in creating exciting and knowledgeable content. When not working, you can often find her watching adorable pups videos, dancing for no reason, or experimenting with recipes.\",\"url\":\"https:\/\/www.revv.so\/blog\/author\/seema\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Automate Approval Workflow with Document Management System?","description":"Learn how to automate document approval workflows with Revv's document management system and make them intuitive and faster.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/","og_locale":"en_US","og_type":"article","og_title":"How to Automate Approval Workflow with Document Management System?","og_description":"Learn how to automate document approval workflows with Revv's document management system and make them intuitive and faster.","og_url":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/","og_site_name":"Revv Blog","article_published_time":"2020-12-17T10:47:16+00:00","article_modified_time":"2022-10-21T15:17:21+00:00","og_image":[{"width":1200,"height":480,"url":"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/Digital-Signoff-Approval.jpeg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Written by":"Seema","Est. reading time":"23 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/www.revv.so\/blog\/#organization","name":"Revv","url":"https:\/\/www.revv.so\/blog\/","sameAs":[],"logo":{"@type":"ImageObject","@id":"https:\/\/www.revv.so\/blog\/#logo","inLanguage":"en-US","url":"https:\/\/blogrevv.revv.so\/wp-content\/uploads\/2020\/10\/Revv-Logo.png","contentUrl":"https:\/\/blogrevv.revv.so\/wp-content\/uploads\/2020\/10\/Revv-Logo.png","width":2212,"height":539,"caption":"Revv"},"image":{"@id":"https:\/\/www.revv.so\/blog\/#logo"}},{"@type":"WebSite","@id":"https:\/\/www.revv.so\/blog\/#website","url":"https:\/\/www.revv.so\/blog\/","name":"Revv Blog","description":"","publisher":{"@id":"https:\/\/www.revv.so\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.revv.so\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#primaryimage","inLanguage":"en-US","url":"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/Digital-Signoff-Approval.jpeg","contentUrl":"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/Digital-Signoff-Approval.jpeg","width":1200,"height":480,"caption":"An expert guide to automating document approval workflow with Revv's document management system."},{"@type":"WebPage","@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#webpage","url":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/","name":"How to Automate Approval Workflow with Document Management System?","isPartOf":{"@id":"https:\/\/www.revv.so\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#primaryimage"},"datePublished":"2020-12-17T10:47:16+00:00","dateModified":"2022-10-21T15:17:21+00:00","description":"Learn how to automate document approval workflows with Revv's document management system and make them intuitive and faster.","breadcrumb":{"@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.revv.so\/blog\/"},{"@type":"ListItem","position":2,"name":"How to Automate Document Approval Workflows with Document Management System? &#8211; Digital Sign-Offs Part 3"}]},{"@type":"Article","@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#article","isPartOf":{"@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#webpage"},"author":{"@id":"https:\/\/www.revv.so\/blog\/#\/schema\/person\/a148d32e1b2376f5baeabc1e769bf6f8"},"headline":"How to Automate Document Approval Workflows with Document Management System? &#8211; Digital Sign-Offs Part 3","datePublished":"2020-12-17T10:47:16+00:00","dateModified":"2022-10-21T15:17:21+00:00","mainEntityOfPage":{"@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#webpage"},"wordCount":3753,"commentCount":0,"publisher":{"@id":"https:\/\/www.revv.so\/blog\/#organization"},"image":{"@id":"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#primaryimage"},"thumbnailUrl":"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/12\/Digital-Signoff-Approval.jpeg","articleSection":["Document Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/#respond"]}]},{"@type":"Person","@id":"https:\/\/www.revv.so\/blog\/#\/schema\/person\/a148d32e1b2376f5baeabc1e769bf6f8","name":"Seema","image":{"@type":"ImageObject","@id":"https:\/\/www.revv.so\/blog\/#personlogo","inLanguage":"en-US","url":"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/10\/Seema-1-150x150.jpg","contentUrl":"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/10\/Seema-1-150x150.jpg","caption":"Seema"},"description":"Seema is a Product Expert at Revv. She believes in the power of words and storytelling. She spends most of her time in creating exciting and knowledgeable content. When not working, you can often find her watching adorable pups videos, dancing for no reason, or experimenting with recipes.","url":"https:\/\/www.revv.so\/blog\/author\/seema\/"}]}},"_links":{"self":[{"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/posts\/411"}],"collection":[{"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/comments?post=411"}],"version-history":[{"count":0,"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/posts\/411\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/media\/1092"}],"wp:attachment":[{"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/media?parent=411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/categories?post=411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.revv.so\/blog\/wp-json\/wp\/v2\/tags?post=411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}