Compliance Resources & Compliance Training Solutions

Document approval workflow

 

Easy-to-use document approval workflow and version control for efficiency

Empower your team with an easy-to-use document approval process to prevent delays and bottlenecks

Speed matters – the online platform which we use has been specifically selected by us because it is so intuitive that no set up or training is required. Simply have your staff upload their documents requiring approval and assign a task to the approver for immediate approval.

All approvals and reviews to documents or items are tracked through the platform’s audit trail feature. Implementing visibility and a central repository for all approvals and reviews allows for the following:

  • compliance of policies such as regulatory, pricing and sales discounting policies
  • codify document content and implement version control for document consistency
  • review and approval consistency
  • speed up workflow and execution of contracts to maximise revenue potential
  • a single, central repository for all high value legal, compliance and business content and documents
  • interaction between workflow participants is undertaken through a central platform allowing for visibility
  • transfer of operational processes to your operations team

An efficient document workflow approval process means less work for you and streamlines document execution.

Document approval workflow features

The online platform includes all of the following document storage, management and approval functionality which are available to you:

  • Folders for document and content organisation
  • Multiple file and drag-and-drop folder uploads
  • Full-text search – all files are indexed
  • Version control and version updates
  • Access previous versions
  • Archive downloads
  • Permissions and roles based user management
  • Secure links for file and folder access
  • Online viewer with list and thumbnail views
  • Comments, tasks and activities tracking
  • Google drive integration
  • Email notifications

For more information on the online platform including security features, see our Secure Online Platform page.

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