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                            Approval Document Workflow




Step 1: Configure Email Delivery

 


In the Email tab of the Distribution screen, you define how the final document is sent to your recipients.

  • Select Email Column: Choose the specific column from your uploaded data (JSON, XLSX, or XML) that contains the recipient's email addresses.

  • Email Subject & Body: Draft a personalized message. You can write a static subject line and body that will accompany the generated document attachment.

Step 2: Add an Approval Workflow

Before a document is officially "distributed" to the final recipient, you may need internal stakeholders to review it. Edocgen supports a sequential approval process.

  1. Locate the "Add one or more approvers" section: This is found at the bottom of the Distribution panel.

  2. Select Approvers: Use the dropdown menu to select the team members who need to review the document.

  3. Sequential Review: Once the document is generated, the first approver in your list will receive an email with the document attached.

    They can approve the documents from EDocGen.

  4. Final Delivery: The document will only be sent to the specific user (defined in Step 1) after all designated approvers have given their green light.