Learn the step-by-step process to create a seamless document approval workflow process. Build internal approval workflows and ensure all your business documents are accurate, perfect, and send-ready. Revv’s advanced approval workflow management system enhances daily operations, increases productivity, and leaves no scope for errors. Read Blog: https://www.revv.so/blog/how-to-automate-document-approval-workflow-process/

1. How to create document
approval workflows with
form fields?
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2. What are Form Fields?
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Form fields are fillable
placeholders that enable
form-based document
creation.

3. Create document approval
workflows with form fields
in three steps:
1. Select and edit a
template
2. Add form fields
3. Create workflows for
form fields
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4. Select and Edit a Template
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Go to ‘Templates’ section.
1. Select and Edit a Template

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Choose a template from
‘My Templates.’
1. Select and Edit a Template

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Revv also offers to select a
template from its 400+
professional template
library.
Click on ‘Templates Library.’
1. Select and Edit a Template

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Explore the library.
1. Select and Edit a Template

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Choose a template of your
choice and click on ‘Add to
my templates’ button.
1. Select and Edit a Template

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The selected template gets
added to ‘My Templates’
section in Revv.
Click on the template.
1. Select and Edit a Template

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The template can only be
edited in ‘Template draft
mode.’
To do so, click on ‘Edit’
button.
1. Select and Edit a Template

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Now the template is
changed to ‘Template draft
mode.’
1. Select and Edit a Template

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Edit the template.
Customize it by dragging
the document blocks into
the template or clicking the
plus (+) icon and selecting
the required block.
1. Select and Edit a Template

14. Add Form Fields
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Select the field from the
template you want to
customize.
Here, we have chosen
‘State’ field in the
‘Jurisdiction and governing
law’ clause.
2. Add Form Fields

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Click on the ‘Add form field’
button.
2. Add Form Fields

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Choose a relevant form
field and save it.
For example, the ‘State’
field in ‘Jurisdiction and
governing law’ section (see
the previous image) is
linked to ‘Jurisdiction (USA)’
form field.
2. Add Form Fields

18. Create Workflows for Form Fields
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Go to the form fields pane,
hover over the created field,
and click on ‘Attach
workflow.’
3. Create Workflows for Form Fields

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Let us create a workflow.
For example, route an
agreement for approval if the
jurisdiction falls under
‘California.’
To do that, first, let us create a
condition and select value as
‘California.’
3. Create Workflows for Form Fields

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Next, we will choose the
actions that will get activated
for those conditions.
First, choose between
sequential and parallel
approval.
3. Create Workflows for Form Fields

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Second, add approvers to the
workflow.
3. Create Workflows for Form Fields

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Third, write a message that
gets displayed when the
workflow is triggered.
3. Create Workflows for Form Fields

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Save the workflow.
3. Create Workflows for Form Fields

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Click on ‘Publish’ button when
the template is complete and
ready.
3. Create Workflows for Form Fields

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Select ‘Form template’ tab, and
click on ‘Publish as form
template’ button.
3. Create Workflows for Form Fields

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The template with form fields is
now published and ready for
use.
3. Create Workflows for Form Fields

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Set up internal approval workflows in Revv, and
ensure your documents meet the business
standards.

29. Compliance
Revv ensures safety and security of
documents as per the latest industry
standards and compliance.
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30. Smartly manage document approval
workflows with Revv
Contact us at sales@revv.so
Visit: www.revv.so/templates
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