How to streamline your document approval workflow.
A document approval workflow is a crucial part of business communications. Learn more about how your company can publish well-crafted documents fast.
A document approval workflow is necessary to ensure your company communications are concise, on-point, and provide consistent messaging. But what happens when the approval process delays important documents? Use a PDF document approval workflow form and electronic signatures to keep the approval process moving along.
Steps to avoid document approval delays.
Before publishing official company documents, whether internal communications or for the public, it is vital that company leaders review, comment, and approve the text and any graphics. This process can take time, and having a streamlined document approval workflow can help you avoid unnecessary delays.
Here are some steps to help speed up your document approval process:
- Maintain a list of pre-approved words, sentences, and paragraphs that describe your company and what it does. This method will help keep your messaging consistent. In addition, any parts of a new document that incorporate pre-approved text will require less review.
- Use a concurrent approval workflow rather than a consecutive process. Email an editable PDF to all the approvers simultaneously, rather than one after the other. Then integrate their responses into a final draft for the last review.
- Limit the document review process to only those business leaders with a direct stake in the document in question. Sales, for example, may not need to be included in the workflow for an internal technical document.
Remember, you can streamline your company’s document approval workflow using PDF forms with electronic signatures. Don’t waste time printing document drafts and waiting for managers to approve them. Simply email a PDF draft copy that managers can sign or initial electronically.
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