Approval and e-Sign Workflows in Document Management System Folderit
NEW Updated video here: • Automated Document Workflows in Document M...
This tutorial gives you an overview how you can create automated approval workflows and use DocuSign integration for e-signature workflows. Metadata can be made visible to approvers!
0:04 Setting up automated approval or DocuSIgn workflow on folder-level
1:45 Approval status indicator
2:33 User's personal Dashboard (to-do list)
2:44 Approver's view to preview, comment, add file and Accept or Reject
3:13 Rejected document and next steps
3:26 Adding a new version of rejected document
3:49 Approving a document
4:00 Removing an approver who is unable to participate in the workflow
4:26 User's Personal approval history
4:39 Admin panel's Pending Approval report
4:49 Approval events in Audit Trail
4:54 Sending individual file to approval or DocuSign e-signature workflow
Folderit is the most user-friendly document management and approval system in the world.
Try for free at https://www.folderit.com