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Approval process setup

How to create one or more approval processes, to be used in documents

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Written by SusieQ
Updated this week

An approval process ensures that tasks or decisions are reviewed and authorized before proceeding. It strengthens accountability, reduces errors, and promotes consistency across the organization. By providing a clear workflow and audit trail, approval processes improve efficiency, support compliance, and enhance communication between teams.

Instead of manually entering the names of editors, approvers, responsible persons, and publishers for each document, you can select the appropriate approval process with these fields pre-filled.

Watch the video on how to create approval processes

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