Simple document review
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
A document review process could be for something like a contract review or a phase of a litigation and legal process. This simple document review process can be altered and set up exactly how you’d like. This particular downloadable file includes options for financial, legal, and COO approval steps. For example, this process could benefit a contract review process.
Process
Form
