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. ULTIMATEforms contains a wide array of SharePoint components, developed to give you the power to innovate, automate, and scale up your processes. ULTIMATEforms 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.
Flexible Forms That Work the Way Your Business Does
Create modern, responsive forms in SharePoint that are easy to build and even easier to use. Add tabs, control who sees what, validate input, and capture complex data with repeating sections and electronic signatures.
Build forms that guide users, reduce mistakes, and keep your processes running smoothly, all while your data stays securely inside SharePoint.
Automation Without The Complexity
Replace complicated workflows with simple, powerful Actions that run directly inside SharePoint. Create, update, and connect data across systems like Exchange, SQL, and Teams with just a few clicks.
Set up automation in minutes, not hours, and give more people the ability to build and manage solutions without relying on developers or getting stuck in long backlogs.
Clear Reporting That Drives Action
Turn your SharePoint data into dashboards, reports, KPIs, calendars, and charts that are easy to understand and share.
Give your team real visibility into what is happening so they can respond faster, stay accountable, and make better decisions every day.
Pre-Built Solutions That Get You Started Fast
