Document Workflows
Create structured workflows, route documents to the right people, and keep every approval moving.
Vendor Agreement.pdf
In progress
Draft
Created by Alex Morgan
May 10, 9:41 AM
CompletedManager Review
Assigned to Sarah Lee
Due May 10, 5:00 PM
In reviewFinance Approval
Assigned to Michael Chen
Due May 11, 11:00 AM
PendingLegal Approval
Assigned to Priya Shah
Due May 11, 3:00 PM
PendingExternal Signature
Assigned to Client
Due May 12, 9:00 AM
PendingCompleted
All approvals & signatures collected
Trusted by operational teams worldwide
Create structured approval flows that route documents to the right people at the right time.
Workflow Run
Finance + Legal + External signature
Draft created
Manager approval
Finance review
Legal review
External signature
28
Active workflows
across teams
6m
Avg. routing time
per stage
92%
Auto-routed steps
this week
18
Completed today
live updates
Connected workflow diagram
Entry
Draft created
Decision
Rules matched
Exit
Signature complete
Assign workflows to managers, finance, legal, or external recipients with structured approval routing.
Route documents by team ownership, escalation order, and risk level.
Manager approval
Step 1Assigned to Sarah Lee
Due in 15 min
Finance review
Step 2Assigned to Michael Chen
Queued next
Legal review
Step 3Assigned to Priya Shah
Queued next
Sequential approvals
Strict sign-off ordering
Compliance ready
Multi-step routing
Branch by department rules
5 routing paths
Internal reviews
Cross-team reviewers in one queue
3 teams involved
External signers
Vendors and clients included securely
Link-based signing
Routing path
Manager → Finance → Legal → External signer
Automatically remind recipients and reviewers when documents are still pending.
Auto-notifications keep pending approvals from stalling workflows.
Reminder sent to Sarah
2 hours ago
Email + in-app
Finance approval pending
1 day remaining
Escalation at 24h
Legal review overdue
Needs follow-up
Priority rule applied
Reminder scheduling
Time-based nudges by stage
Custom intervals
Pending tracking
Detect stalled approvals instantly
Live queue checks
Faster completion
Shorter turnaround from reminders
18% faster on average
Reduced manual follow-up
Automation replaces manual pings
71% fewer follow-ups
Reminder coverage
78% of pending approvals were nudged automatically
Create approval flows that adapt to different document types, teams, or workflow stages.
if onboarding
if amount > $5K
if external party
if high-risk contract
Conditional path preview
HR approval → Finance review → Legal review → Executive sign-off
Track pending approvals, completed workflows, and operational activity from one shared workspace.
Keep teams aligned with one shared view of movement across every workflow.
Approval queue updated
Finance team · 2m ago
Team assignment changed
HR Ops · 9m ago
Workflow moved to in review
Legal Ops · 15m ago
Completed workflow archived
System · 22m ago
Live status
6 workflows moved stage in the last hour
28
Active workflows
across 5 teams
14
Pending approvals
awaiting next action
18h
Avg. turnaround
median completion
42
Completed this week
+11% vs last week
Maintain complete visibility into approvals, routing activity, document changes, and workflow completion.
Created
10:12 AM · System
Assigned
10:13 AM · Sarah Lee
Reviewed
10:15 AM · Finance
Approved
10:19 AM · Legal
Completed
10:22 AM · Workflow engine
Audit history
Chronological record of every workflow event.
Immutable event chain
Access tracking
Identify who opened, reviewed, and approved.
Per-user activity log
Activity logs
Trace status changes with timestamps and actors.
Complete stage visibility
Secure workflows
Compliant tracking for regulated document paths.
Policy-ready records
Retention
Complete workflow events archived for compliance review
HR onboarding
Offer letters, policy acknowledgements, and approver routing.
68% faster onboarding
Procurement approvals
Multi-stage sign-off for purchase and vendor workflows.
71% fewer follow-ups
Vendor agreements
Centralized contract approval and signature collection.
12 min average completion
Sales approvals
Internal deal approvals before external signature.
49% faster cycle
Internal compliance
Track policy reviews and mandatory sign-offs.
100% audit visibility
Workflow Automation
Create approval flows, automate routing, and manage operational documents from one organized workspace.
42
completed this week
14
pending approvals
18h
avg. turnaround
92%
auto-routed steps