Lucas Noah The functionality of electronic document flow opens up a wide range of possibilities for business improvement. Document approval software can be used by organizations and individual entrepreneurs, employees of enterprises. Any business, from small to large, receives benefits by applying advanced electronic versions of document management and greatly simplifies the work of the employees of the enterprise.
Electronic document management allows for secure exchange of documents, official transactions and signatures. Data is transferred via a secure line, information in documents is fully protected from hacking.
Electronic Document Management (EDM) services may differ in terms of software and technical parameters. During data transmission, security standards are observed, signatures in electronic documents are legally valid. For users there is a service of technical support where operators will tell about the possibilities of the service and help with integration into business.
Modern workflow approval software gives an opportunity to:
- For senders, create electronic documents ( requests, letters, etc.) You can use basic contract templates.
- The counterparty receives an invitation to register in the EDM service, the letter is sent to the email.
- The recipient can accept or reject the invitation, indicating the reason.
- The sender will be notified of receipt of the document.
- Documents can be edited or new documents can be created.
Implementation: document approval software
To organize the workflow approval software, it is necessary to adhere to successive steps.
- Develop an accounting policy in order to start working with documents and signatures electronically.
- The scheme and stages of document flow in the enterprise are described. Integration with electronic document management is based on the scheme of replacing paper documents with electronic ones.
- A computer program is selected, uploaded to the servers and integrated with the accounting programs of the company. This makes it possible to use the familiar interface.
- An electronic signature is drawn up for the head of the business and the employees of the company working with electronic document management.
To start working, you need to send an invitation to the business partners with whom the company cooperates.
Possibilities of document approval software of Pandadoc
One of the advantages of the Pandadoc service is its multitasking functionality and the option to adapt it for different types of devices (tablets, laptops, smartphones, computers).
Availability of workflow approval software gives the right to work in any convenient places, remotely, in another country and at the same time to remain constantly aware of how the business is conducted. Electronic document flow allows a business owner to manage a business from a distance.
Even when you are not in the office, you can get into work processes, sign documents, and make deals.
Pandadoc can work with other programs (for example, it has the integration with Salesforce). The developers of the service have taken care to form various documents and transfer them securely. All data transfer channels are reliably protected, there is no need to worry about the information being lost. Employees with different access levels will be able to enter data into documents, generate reports, and perform tasks of different complexity.