Approval Workflow
Defines sequential or parallel reviewer order, escalation rules, conditional approvals, and automated notifications to enforce consistent routing.
A formal process document reduces legal and regulatory risk, preserves evidence of reviewer sign-off, speeds approvals through clear routing, and creates a reproducible audit trail accepted for recordkeeping and dispute resolution.
Internal teams and external partners use the document to coordinate approval responsibilities before marketing materials go live.
The document also serves auditors and records managers who need a clear, preserved chain of approvals for compliance or post‑launch review.
Defines sequential or parallel reviewer order, escalation rules, conditional approvals, and automated notifications to enforce consistent routing.
Records version IDs, effective dates, and change summaries so teams can restore prior copy and show what was approved when.
Lists required evidence for each claim type (studies, citations, consumer testing) and links to supporting documents or exhibits.
Specifies required legal checks (advertising law, disclosures, privacy language), identifies responsible reviewers, and logs sign-off timestamps.
Captures signer identity, timestamps, IP address, and action history to support compliance and post‑incident review.
Tracks where and when an approved asset was published, including channels, markets, and version applied.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or multi-factor authentication |
| Routing Order | Sequential or parallel with escalation rules |
| Field Types | Signature, initials, date, checkbox, evidence upload |
| Notification Settings | Reminders, overdue escalation, and CC list |
Ensure the chosen platform supports required authentication, storage formats, and integrations for your approval process.
Confirm the platform provides an immutable audit trail and meets relevant compliance requirements (ESIGN, UETA; HIPAA BAA if PHI is involved).
3–5 business days for standard creative and copy reviews.
5–10 business days for claims needing substantiation or edits.
30–90 days when external agency filings or preclearance apply.
Allow at least 48–72 hours for emergency approvals and retesting.
Record retention begins on Effective Date or publication date.
Initial content and evidence assembled for routing and versioning.
Legal and compliance review with comments returned to owner.
All required signers sign and date the approval document.
Asset published and signed record stored in the archive.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |