Quick Approvals

Quick Approval Workflow

Quick Approval is a feature built into Document Locator that allows users to send files electronically to others for review and approval. Simply right-click on a document and select the Quick Approval option from the workflow menu. The Quick Approval dialog appears where you can assign approvers and include a message. Approvers are automatically notified they have a file to review and approve.

Quick Approval captures a record of the approval in the system, maintaining an audit trail history that can be reviewed later. It removes the complexities and hassles of manually sending and recording approvals by automating the entire process with electronic notifications and audit logging.

Whether it’s contracts, budgets, important communications, or any other type of document or file that requires approval from others, Quick Approval eliminates the manual steps of sending and tracking information.

Quick Approvals

Quickly send files to others for their review and approval.

Quick Approvals capabilities

Right-click

Quickly send documents for approval with a right-click.

Approvals history

Capture and record a complete history of document approvals.

Reporting

Use reporting tools to review and analyze the status of approvals.

PDF

Optionally render document to PDF after approval.

No configuration

No additional configuration necessary.

More advanced workflow options

Flexible workflow configuration is a core capability built into Document Locator. When more than a simple approval is needed, you can create, manage, and reuse any number of intelligent workflows in the system, including those with parallel and serial process steps, conditional steps, task steps, and more.

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Approval datasheet

Document Locator speeds up the process, making it more efficient and accurate, with electronic review and approval.Get Datasheet »

Workflow

Automate and improve business processes with built-in document workflow software that is included with Document Locator.Learn More »

Document Approvals

Capture document approvals electronically and build confidence and trust across the team.Learn More »

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Be ready for the next audit.

Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
HR files under control

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Project file management

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Manage business operations

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

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