A approval process is a structured series of steps in which a document goes through the appropriate individuals for review, feedback, and final approval — with complete records of who did what and when.
What is an approval process?
M-Files replaces that with an automated workflow where each step — submission, review, approval or rejection, archiving — is automatically executed and recorded. SoftAdvice designs the process logic tailored to your organization.
Benefits of an automated approval process
Organizations that manage document management well notice the difference quickly. These are the most common benefits:
How does an approval process work in M-Files?
M-Files uses a visual workflow editor that allows you to set up process logic without programming. Each workflow consists of statuses (Draft, In review, Approved, Rejected) and transitions with corresponding notifications and permission changes..
Frequently Asked Questions
A approval process is a structured series of steps in which a document is routed to the appropriate individuals for review and final approval, with a record of who did what.
Email does not provide an audit trail, automatic reminders, or a status overview. M-Files records every action and offers a fully traceable history.
Contracts, quotes, invoices above a threshold value, policy documents, and HR decisions. Any document for which you later need to prove who approved it.
In M-Files, you define workflows visually: steps, responsible parties, notifications, and rights changes per process step.
Yes. M-Files integrates with Penneo. After approval, the document can be automatically forwarded for digital signing.