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How to trigger document approval workflows with ‘Send for internal approval’ feature?

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

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How to trigger document approval workflows with ‘Send for internal approval’ feature?

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  1. How to trigger document approval workflows with ‘Send for internal approval’ feature? © 2020 Revvsales, Inc. All rights reserved. 1

  2. Benefits of Revv’s Document Approval Process Sequential approval Parallel approval #1 #2 Smart sharing Standardized process #3 #4 Remote access Secure #5 #6 Collaboration Faster #7 #8 Tracking and analytics #10 Email notifications #9 © 2020 Revvsales, Inc. All rights reserved.

  3. Follow these steps and trigger document approval workflows in Revv 3 © 2020 Revvsales, Inc. All rights reserved.

  4. How to Trigger Document Approval Workflows? Go to ‘Documents’ section. Click on ‘Create document’ button. 4 © 2020 Revvsales, Inc. All rights reserved.

  5. How to Trigger Document Approval Workflows? Select a template associated with workflows. Let us select a Lease Agreement template. 5 © 2020 Revvsales, Inc. All rights reserved.

  6. How to Trigger Document Approval Workflows? If the template has form fields, you can view all the form fields that are included in the document. 6 © 2020 Revvsales, Inc. All rights reserved.

  7. How to Trigger Document Approval Workflows? Fill in the form fields. Details entered in the form fields are automatically updated in the relevant fields of the document. 7 © 2020 Revvsales, Inc. All rights reserved.

  8. How to Trigger Document Approval Workflows? When the document is complete, click on ‘Send’ button and select ‘Send for internal approval’ from the drop-down. 8 © 2020 Revvsales, Inc. All rights reserved.

  9. How to Trigger Document Approval Workflows? If the template has an associated workflow, a pop-up will appear to send the document for internal review. 9 © 2020 Revvsales, Inc. All rights reserved.

  10. How to Trigger Document Approval Workflows? Add a comment. 10 © 2020 Revvsales, Inc. All rights reserved.

  11. How to Trigger Document Approval Workflows? Update the status of the document. 11 © 2020 Revvsales, Inc. All rights reserved.

  12. How to Trigger Document Approval Workflows? Send it for internal review. 12 © 2020 Revvsales, Inc. All rights reserved.

  13. How to Approve/Reject a Document in Revv? The approvers get immediately notified through email alerts. Click on ‘View document.’ 13 © 2020 Revvsales, Inc. All rights reserved.

  14. How to Approve/Reject a Document in Revv? It will take to Revv’s sign up page. Enter credentials – login id and password. 14 © 2020 Revvsales, Inc. All rights reserved.

  15. How to Approve/Reject a Document in Revv? Approve/Reject the document. 15 © 2020 Revvsales, Inc. All rights reserved.

  16. Track Recipients’ Activity on Documents 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. 16 © 2020 Revvsales, Inc. All rights reserved.

  17. Track Recipients’ Activity on Documents The sender also receives email alerts when the document is approved. 17 © 2020 Revvsales, Inc. All rights reserved.

  18. Compliance Revv ensures safety and security of documents as per the latest industry standards and compliance. 18 © 2020 Revvsales, Inc. All rights reserved.

  19. Make your document approval workflows faster, intelligent, and smarter. 19 © 2020 Revvsales, Inc. All rights reserved.

  20. Streamline and automate your document approval process Contact us at sales@revv.so Visit: www.revv.so/templates © 2020 Revvsales, Inc. All rights reserved.

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