DOCUMENT WORKFLOW + MAKER-CHECKER

Built-in approval workflows. Maker-checker out of the box.

Configurable approval routing from the Starter tier. Linear, parallel, conditional flows. Audit trail of every approval. Required for ISO, NABH, RBI, ICAI compliance — included.

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HOW IT WORKS

Approval workflows that fit your business

From simple 1-step approvals (Starter) to complex multi-level routing (Business). All with audit trail.

1
Maker creates
A user (the maker) creates or edits a document. Submits for review.
2
Reviewer reviews
Reviewer Module (Professional+) lets a designated reviewer check the document.
3
Checker approves
Approval Module routes to checker (Business: multi-level approval). Approve / reject with reason.
4
Audit trail
Every step logged. Workflow + archive audit retained 1 month to 2 years by tier.
REAL WORKFLOWS

What teams configure

Invoice approval

Accountant uploads invoice → manager reviews → CFO approves above a defined threshold. Linear with conditional escalation.

Vendor onboarding

Procurement creates vendor record → finance reviews KYC → legal reviews contract → operations approves. Multi-step linear.

QC batch release

QC technician records batch → QA reviews → production manager approves. ISO 9001 compliant audit trail.

Lab report verification

Technician runs test → reports drafted → reporting doctor verifies → senior pathologist signs off. NABH workflow.

Loan file KYC

Sales captures KYC → operations verifies → credit committee reviews → disbursal approval. RBI maker-checker pattern.

Contract review

Drafter prepares → legal reviews → partner approves. CA / law firm standard workflow.

Configure your first workflow today

1 workflow on Starter, 5 on Professional, 10 on Business. All configurable. See tier comparison →

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