June 11, 2024

Obtaining and tracking approvals on documents is a critical but tiring task. Now you can simplify this process, save time, and keep a clean audit trail of activities with the Approvals.

Approvals is the first release in the full roll-out of eSignature to Karbon over the coming months.

Here’s how it works.

• Create an approval task from a work item

To prepare documents for approval, in the relevant work item, select Add Task > Add Document Approval Task.

• Prepare your document package

Once an approval task is created, click Prepare Documents for Approval and follow the step-by-step instructions to prepare your documents.

• Send for Approval

After you set up the document package, send it for final approval directly through Karbon.

There are many benefits to using Approvals in Karbon.

• Centralized source of truth: Send, track, and monitor documents in one platform.

• Efficiency: Reduce the time spent on cross-checking multiple apps for status updates.

• Visibility: Auto-generated audit trail that tracks every activity that has occurred in a document approval request. 

• Integrated workflow: Seamlessly integrate documents into your project workflow.

This feature is currently in beta and it’s a precursor to Karbon’s eSignature feature that will be released in Q3 this year. If you’d like to join the beta program, register your interest here.