How to trigger document approval workflows with ‘Send for internal approval’ feature?

Learn how to share business documents for internal reviews and approvals with 'send for internal approval' feature in Revv.

Revv standardizes the approval process by establishing rules and criteria.

It speeds up the entire process by automatically routing the documents to approvers when a particular criteria is met.

The rules are implemented in such a way that standard documents without any workflow get automatically approved.

Revv’s advanced approval workflow process transforms the documentation operations and minimizes the risk of errors.

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

Transcript

1. How to trigger document approval workflows with ‘Send for internal approval’ feature? © 2020 Revvsales, Inc. All rights reserved. 1
2. #3 Standardized process #4 Smart sharing #5 Remote access #6 Secure #7 #8 Faster #9 Tracking and analytics #10 Email notifications #1 Sequential approval #2 Parallel approval Collaboration Benefits of Revv’s Document Approval Process © 2020 Revvsales, Inc. All rights reserved.
3. Follow these steps and trigger document approval workflows in Revv 3 © 2020 Revvsales, Inc. All rights reserved.
4. 4 © 2020 Revvsales, Inc. All rights reserved. Go to ‘Documents’ section. Click on ‘Create document’ button. How to Trigger Document Approval Workflows?
5. 5 © 2020 Revvsales, Inc. All rights reserved. Select a template associated with workflows. Let us select a Lease Agreement template. How to Trigger Document Approval Workflows?
6. 6 © 2020 Revvsales, Inc. All rights reserved. If the template has form fields, you can view all the form fields that are included in the document. How to Trigger Document Approval Workflows?
7. 7 © 2020 Revvsales, Inc. All rights reserved. Fill in the form fields. Details entered in the form fields are automatically updated in the relevant fields of the document. How to Trigger Document Approval Workflows?
8. 8 © 2020 Revvsales, Inc. All rights reserved. When the document is complete, click on ‘Send’ button and select ‘Send for internal approval’ from the drop-down. How to Trigger Document Approval Workflows?
9. 9 © 2020 Revvsales, Inc. All rights reserved. If the template has an associated workflow, a pop-up will appear to send the document for internal review. How to Trigger Document Approval Workflows?
10. 10 © 2020 Revvsales, Inc. All rights reserved. Add a comment. How to Trigger Document Approval Workflows?
11. 11 © 2020 Revvsales, Inc. All rights reserved. Update the status of the document. How to Trigger Document Approval Workflows?
12. 12 © 2020 Revvsales, Inc. All rights reserved. Send it for internal review. How to Trigger Document Approval Workflows?
13. 13 © 2020 Revvsales, Inc. All rights reserved. The approvers get immediately notified through email alerts. Click on ‘View document.’ How to Approve/Reject a Document in Revv?
14. 14 © 2020 Revvsales, Inc. All rights reserved. It will take to Revv’s sign up page. Enter credentials – login id and password. How to Approve/Reject a Document in Revv?
15. 15 © 2020 Revvsales, Inc. All rights reserved. Approve/Reject the document. How to Approve/Reject a Document in Revv?
16. 16 © 2020 Revvsales, Inc. All rights reserved. Track the status of document through ‘Activity‘ tab. The sender can easily track who has approved the document, pending approvals, where the document is held up, and by whom. Track Recipients’ Activity on Documents
17. 17 © 2020 Revvsales, Inc. All rights reserved. The sender also receives email alerts when the document is approved. Track Recipients’ Activity on Documents
18. Compliance Revv ensures safety and security of documents as per the latest industry standards and compliance. 18 © 2020 Revvsales, Inc. All rights reserved.
19. 19 © 2020 Revvsales, Inc. All rights reserved. Make your document approval workflows faster, intelligent, and smarter.
20. Streamline and automate your document approval process Contact us at sales@revv.so Visit: www.revv.so/templates © 2020 Revvsales, Inc. All rights reserved.