Your document approval questions, answered
What is document approval?
Document approval is the green light that lets you know a document is ready to be used or published.
What is a document approval process?
A document approval process is the steps a document needs to go through before it can be used or published.
Most document approval processes involve a range of stakeholders, from creative and marketing, to legal and finance. Filestage gives you an easy way to bring all these stakeholders together in one document approval system.
What is document approval software?
Document approval software is a browser-based tool for sharing documents and PDFs for feedback and approval. It’s a centralized platform where your teammates and clients can discuss ideas, request changes, and approve content in one place.
Can you a create document approval workflow in Filestage?
Absolutely! Most document approval workflows involve specific groups of stakeholders, like Marketing, Product, and Legal. In Filestage, you can set this up as a kanban, so documents are always shared, reviewed, and approved in the right order.
On top of that, you can also automate your document approval workflow. This lets you move approved documents from one step to the next as soon as they’re signed off, instead of needing to do it manually.
Can Filestage be used as contract approval workflow software?
Filestage offers some great benefits for contracts, invoices, and legal document approvals.
You can upload documents and ask for feedback and approval from specific people using password-protected links. And by managing all your versions and comments in one place, you get a complete audit trail of how each document was signed off. You can even export review reports for your legal documents to save a record on your own systems.
Do reviewers need an account to approve documents?
No, reviewers don’t need a Filestage account to add comments or approve your documents. They will need to enter their name and email address. But that’s only so you can see who their comments are from and so they can stay up to date on new versions and replies.
What document formats can you review in Filestage?
Filestage supports a wide range of documents, including PDF, PDF/X, DOC, DOCX, XLSX, and PPTX. You can also use live website reviews to get feedback and approval on documents in Office 365 and Google Docs. And of course, Filestage also supports video, images, audio, and HTML content.
