You already use a document approval process, but does it work the way you want? Would you like to define your own system instead of making do with something that is just okay? Would you like to know what it would take to make your own approval system that follows your process?
In our presentation, we will show how to build a dynamic document approval system that can adapt to your own process and requirements. We will be covering several important concepts:
- Custom approval form set up using drag-and-drop form builder
- Custom dashboard setup including progress bar and count down indicators
- Ability to choose from one or many documents per approval request
- Automatic email triggers to prompt approvers and provide reminders
- Visual indicators to indicate completed approvals with date time stamp
After our presentation, we’ll provide access to a free pre-built solution which you can download and install in your own environment the same day.
At Infowise, we serve as your strategic partner, assisting in your digital transformation. Ultimate Forms contains a wide array of SharePoint components, developed to give you the power to innovate, automate, and scale up your processes. Ultimate Forms helps you create amazing, advanced business solutions based on your SharePoint lists and document libraries, using nothing but your browser! Anything from simple Leave Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.