Internal Approvals
If your template was created before June 2024 your settings may look different. For any questions please contact us at support@documill.com.
Approvals are available via the Engage license. A valid Documill license is needed for both the Approval requestor and the Approver.
Internal approvals empowers the users to seamlessly share documents and emails within their organization for review and approval. Designed to enhance collaboration and ensure accuracy, Internal Approvals allows you to define approvers based on pre-set rules and customize triggering criteria for each approver.
With Internal Approvals, you can:
Share critical documents and emails with the right team members effortlessly.
Set up predefined rules to automatically assign approvers based on your organization’s needs.
Configure specific triggers for each approver, ensuring the approval process aligns with your workflow.
This documentation will guide you through the setup, configuration, and best practices for using Internal Approvals to streamline your internal review process. Continue to the following pages to learn more about using and setting up Internal Approvals.