Business processes

Document Approval Workflow in EdoLine

Stop chasing signatures and asking who has the document. In EdoLine every document follows a route: the responsible people approve it in sequence or in parallel, then it is signed digitally. Every action is recorded in the history and on the approval sheet.

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How document approval works

  1. Document draftedThe author prepares it from a template and sets the route.
  2. Sent for approvalParticipants get a notification.
  3. ApprovedReviewers endorse it or return it with a comment.
  4. SignedThe signatory signs with E-IMZO.
  5. StoredThe document is registered and available in the log book.

Approval options

Sequential approval

Reviewers act one by one: the next person receives the document after the previous decision.

Parallel approval

All reviewers receive the document at once, which shortens the cycle.

Multi-level approval

The route is split into stages: approval is parallel within a stage, and stages run one after another.

Route setup

  • Assigning participants — approvers, signatory, resolution author and assignees are chosen when the document is sent.
  • Approval groups — save a standing set of approvers and add them in one click.
  • Fixed routes — pre-assign participants to a document type by position or by employee.
  • Manager approval — the head of a department is added to the route by position.

Tracking a document

  • Document statuses — created, in approval, awaiting signature, awaiting resolution, in progress, completed, overdue.
  • Electronic endorsement — a reviewer approves, rejects or returns the document for rework with a comment.
  • Approval history — who made each decision, when and with what remarks.
  • Approval sheet — generated automatically for every document.
  • Notifications — participants are notified in Telegram and by email about documents awaiting their action.

E-signature after approval

Once approval is complete, the document moves to the signatory, who signs it with E-IMZO using a key on the computer, E-IMZO Mobile or an ID card. The signed document gets a QR code for authenticity checks.

See approval in action on your own documents

During the demo we will set up a route for one of your document types.

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Related EdoLine features

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We will show how this scenario works in EdoLine and answer your implementation questions.

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