Top Workflows Our Clients Requested document workflow document approval
Invoice Processing
This flow will:
- PDF the scanned invoice
- Rroute it for approval (including multiple levels of approval)
- Automatically file the invoice in a preset location
- Assign the correct retention period to the item(s)
Document Approval
This flow will:
- Assign the document approval to pre-determined approver(s)
- Track the approval status throughout the process
- Capture approvers' e-signature and comments
- PDF the approved document
Used for:
- Purchase requisitions
- Leave requests
- Expense reports
Action Items Tracker
This flow will:
- a
- b
- c
Used for:
a
b
c