Learn how to share business documents for internal reviews and approvals with 'send for internal approval' feature in Revv. Revv standardizes the approval process by establishing rules and criteria. It speeds up the entire process by automatically routing the documents to approvers when a particular criteria is met. The rules are implemented in such a way that standard documents without any workflow get automatically approved. Revv’s advanced approval workflow process transforms the documentation operations and minimizes the risk of errors. Read Blog: https://www.revv.so/blog/how-to-automate-document-approval-workflow-process/

1. How to trigger document
approval workflows with ‘Send
for internal approval’ feature?
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2. #3 Standardized process #4 Smart sharing
#5 Remote access #6 Secure
#7 #8 Faster
#9 Tracking and analytics #10 Email notifications
#1 Sequential approval #2 Parallel approval
Collaboration
Benefits of Revv’s Document Approval Process
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3. Follow these steps and trigger document approval
workflows in Revv
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4. 4
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Go to ‘Documents’ section.
Click on ‘Create document’
button.
How to Trigger Document Approval Workflows?

5. 5
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Select a template
associated with workflows.
Let us select a Lease
Agreement template.
How to Trigger Document Approval Workflows?

6. 6
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If the template has form
fields, you can view all the
form fields that are
included in the document.
How to Trigger Document Approval Workflows?

7. 7
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Fill in the form fields.
Details entered in the form
fields are automatically
updated in the relevant
fields of the document.
How to Trigger Document Approval Workflows?

8. 8
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When the document is
complete, click on ‘Send’
button and select ‘Send for
internal approval’ from the
drop-down.
How to Trigger Document Approval Workflows?

9. 9
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If the template has an
associated workflow, a pop-up
will appear to send the
document for internal review.
How to Trigger Document Approval Workflows?

10. 10
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Add a comment.
How to Trigger Document Approval Workflows?

11. 11
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Update the status of the
document.
How to Trigger Document Approval Workflows?

12. 12
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Send it for internal review.
How to Trigger Document Approval Workflows?

13. 13
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The approvers get immediately
notified through email alerts.
Click on ‘View document.’
How to Approve/Reject a Document in Revv?

14. 14
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It will take to Revv’s sign up
page.
Enter credentials – login id and
password.
How to Approve/Reject a Document in Revv?

15. 15
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Approve/Reject the document.
How to Approve/Reject a Document in Revv?

16. 16
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Track the status of document
through ‘Activity‘ tab.
The sender can easily track
who has approved the
document, pending approvals,
where the document is held up,
and by whom.
Track Recipients’ Activity on Documents

17. 17
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The sender also receives email
alerts when the document is
approved.
Track Recipients’ Activity on Documents

18. Compliance
Revv ensures safety and security of
documents as per the latest industry
standards and compliance.
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Make your document approval workflows faster,
intelligent, and smarter.

20. Streamline and automate your
document approval process
Contact us at sales@revv.so
Visit: www.revv.so/templates
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