Teams: Finance & Legal
Document approval with a full history of actions
Contracts and other requests move along defined approval workflows. Documents keep their version history, access can be limited, and the audit log records every action.
What finance & legal gets
Defined approval flows
Decide which stages and approvals are needed before a document can move to the next status.
Versions and approval history
Document versions are kept, and the audit log records the actions taken.
Deadlines, reminders and escalations
Automation reminds about an approaching deadline and escalates late work when needed.
How to get started
Four steps from the first configuration to everyday work.
- 1
Create the finance and legal spaces with their security levels
- 2
Draw the contract and budget approval workflows
- 3
Move templates and policies into Documents
- 4
Switch on the reminder and escalation automations
Capabilities in play
- Security levels
- Audit log
- Documents
- Workflows
- Automation
- Field rules
- Calendar and iCal
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