Process Template: Document Approval

Posted on Posted in Process Templates, Process Templates

We designed the Document Approval template very broadly so that it can be adapted to a variety of approval processes.

Some examples are:

  • Budgets approval
  • Contracts approval
  • Payment orders approval
  • Campaigns approval
  • Marketing reports approval
  • Presentations approval

 

Template’s workflow:

workflow_Document_Approval

 

Template’s form fields:

  • Title of the document
  • Description of the document
  • Version of the document

[In case of rejection]

  • Reason for rejection
  • Corrections

If the evaluator decides to reject the document and requests additional corrections, he/she can enter them and the reason for rejection in the last fields.

You can complete the evaluation process simply attaching the document (PDF, Word, Excel, Power Point or otherwise), or you can create the document directly in Flokzu. For that you need to add new fields to the form with the information in your document.

 

The task “Modify Document” is assigned to the Process Initiator, i.e. the user who initiated the process. Both email notifications also have to Document Creator as the recipient. It is important to change the assignee of the task “Evaluate Document” to the user or role responsible for accepting or rejecting the document. This video shows how quickly import and edit a generic predefined process:

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