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How to create document approval workflows?

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

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How to create document approval workflows?

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  1. How to create document approval workflows with form fields? © 2020 Revvsales, Inc. All rights reserved. 1

  2. What are Form Fields? Form fields are fillable placeholders that enable form-based document creation. 2 © 2020 Revvsales, Inc. All rights reserved.

  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 © 2020 Revvsales, Inc. All rights reserved.

  4. 1 Select and Edit a Template 4 © 2020 Revvsales, Inc. All rights reserved.

  5. 1. Select and Edit a Template Go to ‘Templates’ section. 5 © 2020 Revvsales, Inc. All rights reserved.

  6. 1. Select and Edit a Template Choose a template from ‘My Templates.’ 6 © 2020 Revvsales, Inc. All rights reserved.

  7. 1. Select and Edit a Template Revv also offers to select a template from its 400+ professional template library. Click on ‘Templates Library.’ 7 © 2020 Revvsales, Inc. All rights reserved.

  8. 1. Select and Edit a Template Explore the library. 8 © 2020 Revvsales, Inc. All rights reserved.

  9. 1. Select and Edit a Template Choose a template of your choice and click on ‘Add to my templates’ button. 9 © 2020 Revvsales, Inc. All rights reserved.

  10. 1. Select and Edit a Template The selected template gets added to ‘My Templates’ section in Revv. Click on the template. 10 © 2020 Revvsales, Inc. All rights reserved.

  11. 1. Select and Edit a Template The template can only be edited in ‘Template draft mode.’ To do so, click on ‘Edit’ button. 11 © 2020 Revvsales, Inc. All rights reserved.

  12. 1. Select and Edit a Template Now the template is changed to ‘Template draft mode.’ 12 © 2020 Revvsales, Inc. All rights reserved.

  13. 1. Select and Edit a Template Edit the template. Customize it by dragging the document blocks into the template or clicking the plus (+) icon and selecting the required block. 13 © 2020 Revvsales, Inc. All rights reserved.

  14. 2 Add Form Fields 14 © 2020 Revvsales, Inc. All rights reserved.

  15. 2. Add Form Fields Select the field from the template you want to customize. Here, we have chosen ‘State’ field in the ‘Jurisdiction and governing law’ clause. 15 © 2020 Revvsales, Inc. All rights reserved.

  16. 2. Add Form Fields Click on the ‘Add form field’ button. 16 © 2020 Revvsales, Inc. All rights reserved.

  17. 2. Add Form Fields 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. 17 © 2020 Revvsales, Inc. All rights reserved.

  18. 3 Create Workflows for Form Fields 18 © 2020 Revvsales, Inc. All rights reserved.

  19. 3. Create Workflows for Form Fields Go to the form fields pane, hover over the created field, and click on ‘Attach workflow.’ 19 © 2020 Revvsales, Inc. All rights reserved.

  20. 3. Create Workflows for Form Fields 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.’ 20 © 2020 Revvsales, Inc. All rights reserved.

  21. 3. Create Workflows for Form Fields Next, we will choose the actions that will get activated for those conditions. First, choose between sequential and parallel approval. 21 © 2020 Revvsales, Inc. All rights reserved.

  22. 3. Create Workflows for Form Fields Second, add approvers to the workflow. 22 © 2020 Revvsales, Inc. All rights reserved.

  23. 3. Create Workflows for Form Fields Third, write a message that gets displayed when the workflow is triggered. 23 © 2020 Revvsales, Inc. All rights reserved.

  24. 3. Create Workflows for Form Fields Save the workflow. 24 © 2020 Revvsales, Inc. All rights reserved.

  25. 3. Create Workflows for Form Fields Click on ‘Publish’ button when the template is complete and ready. 25 © 2020 Revvsales, Inc. All rights reserved.

  26. 3. Create Workflows for Form Fields Select ‘Form template’ tab, and click on ‘Publish as form template’ button. 26 © 2020 Revvsales, Inc. All rights reserved.

  27. 3. Create Workflows for Form Fields The template with form fields is now published and ready for use. 27 © 2020 Revvsales, Inc. All rights reserved.

  28. Set up internal approval workflows in Revv, and ensure your documents meet the business standards. 28 © 2020 Revvsales, Inc. All rights reserved.

  29. Compliance Revv ensures safety and security of documents as per the latest industry standards and compliance. 29 © 2020 Revvsales, Inc. All rights reserved.

  30. Smartly manage document approval workflows with Revv Contact us at sales@revv.so Visit: www.revv.so/templates © 2020 Revvsales, Inc. All rights reserved.

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