A CLEAR REVIEW. A RECORDED DECISION.
Keep approvals
with the document.
Give business documents a clear review path. Keep files, review work and electronic PDF signatures in one workspace.
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TRY ONE PART OF YOUR WORKDAY
Start small. Follow it through.
- 01
Choose one process
Start with a small document review your team already understands.
- 02
Give work an owner
Assign review work so the people involved can see what needs their attention.
- 03
Keep the record together
Return to the document, review history and original file as work progresses.
Document search and document approvals are available on Starter. Digital forms and form approval workflows require Workflow or Operations. OCR results depend on source quality and processing completion.