How to create document approval workflows?

Learn the step-by-step process to create a seamless document approval workflow process.

Build internal approval workflows and ensure all your business documents are accurate, perfect, and send-ready.

Revv's advanced approval workflow management system enhances daily operations, increases productivity, and leaves no scope for errors.

Read Blog: https://www.revv.so/blog/how-to-automate-document-approval-workflow-process/

Transcript

1. How to create document approval workflows with form fields? © 2020 Revvsales, Inc. All rights reserved. 1
2. What are Form Fields? 2 © 2020 Revvsales, Inc. All rights reserved. Form fields are fillable placeholders that enable form-based document creation.
3. Create document approval workflows with form fields in three steps: 1. Select and edit a template 2. Add form fields 3. Create workflows for form fields © 2020 Revvsales, Inc. All rights reserved.
4. Select and Edit a Template 4 © 2020 Revvsales, Inc. All rights reserved. 1
5. 5 © 2020 Revvsales, Inc. All rights reserved. Go to ‘Templates’ section. 1. Select and Edit a Template
6. 6 © 2020 Revvsales, Inc. All rights reserved. Choose a template from ‘My Templates.’ 1. Select and Edit a Template
7. 7 © 2020 Revvsales, Inc. All rights reserved. Revv also offers to select a template from its 400+ professional template library. Click on ‘Templates Library.’ 1. Select and Edit a Template
8. 8 © 2020 Revvsales, Inc. All rights reserved. Explore the library. 1. Select and Edit a Template
9. 9 © 2020 Revvsales, Inc. All rights reserved. Choose a template of your choice and click on ‘Add to my templates’ button. 1. Select and Edit a Template
10. 10 © 2020 Revvsales, Inc. All rights reserved. The selected template gets added to ‘My Templates’ section in Revv. Click on the template. 1. Select and Edit a Template
11. 11 © 2020 Revvsales, Inc. All rights reserved. The template can only be edited in ‘Template draft mode.’ To do so, click on ‘Edit’ button. 1. Select and Edit a Template
12. 12 © 2020 Revvsales, Inc. All rights reserved. Now the template is changed to ‘Template draft mode.’ 1. Select and Edit a Template
13. 13 © 2020 Revvsales, Inc. All rights reserved. Edit the template. Customize it by dragging the document blocks into the template or clicking the plus (+) icon and selecting the required block. 1. Select and Edit a Template
14. Add Form Fields 14 © 2020 Revvsales, Inc. All rights reserved. 2
15. 15 © 2020 Revvsales, Inc. All rights reserved. Select the field from the template you want to customize. Here, we have chosen ‘State’ field in the ‘Jurisdiction and governing law’ clause. 2. Add Form Fields
16. 16 © 2020 Revvsales, Inc. All rights reserved. Click on the ‘Add form field’ button. 2. Add Form Fields
17. 17 © 2020 Revvsales, Inc. All rights reserved. Choose a relevant form field and save it. For example, the ‘State’ field in ‘Jurisdiction and governing law’ section (see the previous image) is linked to ‘Jurisdiction (USA)’ form field. 2. Add Form Fields
18. Create Workflows for Form Fields 18 © 2020 Revvsales, Inc. All rights reserved. 3
19. 19 © 2020 Revvsales, Inc. All rights reserved. Go to the form fields pane, hover over the created field, and click on ‘Attach workflow.’ 3. Create Workflows for Form Fields
20. 20 © 2020 Revvsales, Inc. All rights reserved. Let us create a workflow. For example, route an agreement for approval if the jurisdiction falls under ‘California.’ To do that, first, let us create a condition and select value as ‘California.’ 3. Create Workflows for Form Fields
21. 21 © 2020 Revvsales, Inc. All rights reserved. Next, we will choose the actions that will get activated for those conditions. First, choose between sequential and parallel approval. 3. Create Workflows for Form Fields
22. 22 © 2020 Revvsales, Inc. All rights reserved. Second, add approvers to the workflow. 3. Create Workflows for Form Fields
23. 23 © 2020 Revvsales, Inc. All rights reserved. Third, write a message that gets displayed when the workflow is triggered. 3. Create Workflows for Form Fields
24. 24 © 2020 Revvsales, Inc. All rights reserved. Save the workflow. 3. Create Workflows for Form Fields
25. 25 © 2020 Revvsales, Inc. All rights reserved. Click on ‘Publish’ button when the template is complete and ready. 3. Create Workflows for Form Fields
26. 26 © 2020 Revvsales, Inc. All rights reserved. Select ‘Form template’ tab, and click on ‘Publish as form template’ button. 3. Create Workflows for Form Fields
27. 27 © 2020 Revvsales, Inc. All rights reserved. The template with form fields is now published and ready for use. 3. Create Workflows for Form Fields
28. 28 © 2020 Revvsales, Inc. All rights reserved. Set up internal approval workflows in Revv, and ensure your documents meet the business standards.
29. Compliance Revv ensures safety and security of documents as per the latest industry standards and compliance. 29 © 2020 Revvsales, Inc. All rights reserved.
30. Smartly manage document approval workflows with Revv Contact us at sales@revv.so Visit: www.revv.so/templates © 2020 Revvsales, Inc. All rights reserved.