Document Approval Workflow

Hello Everyone,

I am thinking Agiloft can help with a simple document approval workflow and I am wondering if anyone has an experience or helpful insights. I am by no means an expert in Agiloft configuration but I think maybe I can poke around a complete what needs to be done.

Basically, we are looking for a simple workflow to approve documents. Here is how I envision it working.

Mainly we would use this for invoice approvals so A/P knows what is OK to process.
1.) User uploads a document
2.) User selects or enters people who need to “Approve” the document(this can be .
3.) When all parties have “Approved” the document an e-mail with the “Approval” conformations is sent to Accounts Payable.
4.) Possibly another e-mail sent to all parties saying that the document was completed.

Hi John,

There may already be what you’re looking for in our existing Documents table in Agiloft, please review https://wiki.agiloft.com/display/SD/Document+Management+Table