Approvals and Workflow Management

Many Documents move around the organization seeking approvals or just to notify the recipients to take action on the same. Organizations request user signatures or acknowledgements on these documents and then on final approval, they are either shared externally or internal back-office systems are updated. Documents can range from contracts, purchase orders, payments, legal documents, expense claims, journal vouchers, a new user creation form, a leave application and many many more​. In most organizations, Emails is the mode of document sharing and approvals

• ​The key challenges in managing  the document sharing process includes

• No visibility on whether the approved delegation of authority has been applied during the approval process

• Filing of the approved documents is a challenge 

• There is no audit trail of what stage of approval the document is at and on whose desk 

• The documents cannot be easily delegated to others when the authorized person goes on leave