Get Started with eSignature: Document Approval Workflow for SharePoint

Quick guide on how to use document approval workflow for SharePoint feature

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Complete the following steps listed below to use the document approval workflow for SharePoint functionality within a few minutes:

1. Open your browser and go to signnow.com.
2. Sign up for a free trial or log in using your email or Google/Facebook credentials.
3. Select User Avatar -> My Account at the top-right area of the webpage.
4. Customize your User Profile with your personal information and changing configurations.
5. Design and manage your Default Signature(s).
6. Go back to the dashboard webpage.
7. Hover over the Upload and Create button and choose the needed option.
8. Click on the Prepare and Send option next to the document's name.
9. Input the email address and name of all signers in the pop-up window that opens.
10. Make use of the Start adding fields option to proceed to edit document and self sign them.
11. Click on SAVE AND INVITE when completed.
12. Continue to customize your eSignature workflow employing more features.

It can't be simpler to use the document approval workflow for SharePoint feature. It's available on your smartphones as well. Install the airSlate SignNow app for iOS or Android and run your customized eSignature workflows even while on the go. Put away printing and scanning, time-consuming filing, and expensive document shipping.

What is the document approval workflow for SharePoint

The document approval workflow for SharePoint is a structured process that facilitates the review and approval of documents within an organization. This workflow allows users to create, edit, and manage documents collaboratively, ensuring that all necessary approvals are obtained before finalizing any document. It streamlines communication among team members, reduces the risk of errors, and enhances accountability by tracking the status of each document throughout the approval process. By utilizing airSlate SignNow, users can integrate eSignature capabilities into this workflow, allowing for efficient digital signing and document management.

How to use the document approval workflow for SharePoint

To effectively use the document approval workflow for SharePoint, users should follow these steps:

• Access the SharePoint site where the document is stored.
• Navigate to the document library and select the document requiring approval.
• Initiate the approval workflow by selecting the appropriate option, which may vary based on the organization's setup.
• Assign reviewers and approvers, specifying deadlines for feedback and approval.
• Utilize airSlate SignNow to send the document for electronic signature, ensuring it is securely signed and stored.

This process promotes transparency and efficiency, allowing all stakeholders to stay informed about the document's status.

Steps to complete the document approval workflow for SharePoint

Completing the document approval workflow in SharePoint involves several key steps:

• Prepare the document by ensuring it is complete and ready for review.
• Start the approval workflow from the document library.
• Designate individuals responsible for reviewing and approving the document.
• Monitor the approval process, following up with approvers as necessary.
• Once all approvals are obtained, finalize the document and store it securely.

By integrating airSlate SignNow into this workflow, users can easily request eSignatures, enhancing the overall efficiency of the approval process.

Key elements of the document approval workflow for SharePoint

Several key elements define the document approval workflow for SharePoint:

• Document Creation: The initial step involves drafting the document that requires approval.
• Review Process: Designated reviewers assess the document, providing feedback and suggestions.
• Approval Tracking: The workflow tracks the status of approvals, ensuring accountability.
• eSignature Integration: Utilizing airSlate SignNow allows for secure electronic signatures, streamlining the finalization process.
• Storage and Accessibility: Completed documents are stored securely within SharePoint for easy access and reference.

These elements work together to create a comprehensive and efficient approval process that meets organizational needs.

Security & Compliance Guidelines

When implementing the document approval workflow for SharePoint, it is essential to adhere to security and compliance guidelines:

• Ensure that all documents are stored in a secure environment with restricted access.
• Utilize airSlate SignNow's encryption features to protect sensitive information during transmission.
• Follow industry standards and regulations, such as HIPAA or GDPR, as applicable to your organization.
• Regularly audit the approval process to identify and mitigate potential security risks.

By prioritizing security and compliance, organizations can protect their data and maintain trust with stakeholders.

Sending & Signing Methods (Web / Mobile / App)

Users can send and sign documents within the document approval workflow for SharePoint through various methods:

• Web: Access the SharePoint site via a web browser to initiate the approval workflow and request signatures.
• Mobile: Use mobile devices to manage documents on the go, ensuring flexibility and convenience.
• App: Leverage the airSlate SignNow app to send documents for signature directly from SharePoint, enhancing efficiency.

These methods provide users with the flexibility to manage document approvals effectively, regardless of their location.