Build structured document review and approval workflows with controlled routing, comments, status visibility, notifications and document management integration.
Discuss Your Document WorkflowDocument Submission
Review Workflow
Approval Tracking
Document Control
Overview
Policies, proposals, contracts, internal forms, procedures and other business documents may require review from multiple people before they become approved.
Document approval automation creates a defined route for submission, review, comments, approval and status tracking while keeping relevant document information connected to the process.
Capabilities
Submit documents into a structured review workflow.
Organize workflows around different document types.
Route documents to appropriate reviewers and approvers.
Move documents through multiple review stages in order.
Capture approval, rejection and relevant review decisions.
Keep review comments associated with the workflow.
Track draft, submitted, under review, approved and rejected states.
Notify reviewers and document owners when action is required.
Maintain relevant workflow activity and decisions.
Coordinate workflow processes with suitable document version management.
Connect workflows with an appropriate centralized document location.
Organize workflow data for document search and reporting.
Workflow
Add document to workflow
Route to relevant reviewers
Capture required decisions
Move to defined approved state
Use Cases
Microsoft
SharePoint Online can provide document management capabilities while Power Automate can support suitable review, approval and notification workflows.
Process
Understand document types, reviewers, approval rules and storage.
Define workflow stages, decisions, ownership and statuses.
Build routing, notifications and document workflow logic.
Launch and evolve the process as document requirements change.
Related
FAQ
Yes. Workflows can include multiple sequential or condition-based approval stages.
Yes. SharePoint Online can be used as part of a document management and approval solution where appropriate.
Yes. Reminder logic can be included according to defined workflow conditions.
Yes. Routing can be designed according to document category, department or other business rules.
Tell us which documents require review and how approvals currently move through your organization.
Discuss Document Automation
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