Create an approval process

With InvestGlass approval process create a systematic approach ensures that decisions are made in a transparent and accountable manner, contributing to streamlined workflows and enhanced efficiency.

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How to create an approval process?

Step 1

Create your approvers’ groups

Set up a group of designated approvers who will review and make decisions on submitted tasks or documents, ensuring the right people are involved for faster and more accurate decision-making.

Step 2

Create your approval rules

Define specific rules and conditions that determine when and how approvals will occur within the workflow, helping to standardise processes and maintain compliance across all reviews.

Step 3

Approve, Reject, ask for changes

Allow approvers to finalise their decisions by approving, rejecting, or requesting modifications, streamlining the workflow and improving the quality of outcomes by incorporating feedback at critical stages.

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Approval Process

Give approval instantly

The InvestGlass approval process dashboard provides a centralized, real-time view of all approval stages, enabling teams to monitor, manage, and expedite approvals efficiently by consolidating tasks, decisions, and feedback into one accessible platform.

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Approval Process

Series and parallel process

The InvestGlass Approval Chain supports both series and parallel approval processes, allowing for flexible workflow management. In a series approval, approvals follow a sequential path where each stage must be completed before moving to the next, ensuring thorough review at every step. In contrast, parallel approval enables multiple approvers to review documents simultaneously, speeding up decisions by allowing feedback from various stakeholders at once. This versatility allows businesses to adapt their approval processes according to specific needs, enhancing both efficiency and control.

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