R3 Business Solutions

building modular, reusable solutions for SharePoint


DOCUMENT SET REVIEW AND APPROVAL

This business process application allows you to create and group documents by a document set and run them through a review and approval process. It is easily customizable to create your own document sets, create new doucments and configure your process and notifications.



FEATURES
  • Organize documents into document sets based on defined data driven criteria
  • Process multiple documents for review and approval in one step
  • Set up a data driven approval process which can be easily changed
  • Automatically send email notifications for each step in the process
  • Create new documents based on templates stored in a document library
  • Upload existing documents from local drive or file share
  • See all of the documents you've created or uploaded with their current status
  • See all of the documents that have been assigned to you for review
  • Send email links to one or more documents to anyone in the system
  • Reassign one or more documents to another reviewer
  • Automatically track the history of docments from creation to final status
  • Viewable calendar of when document approvals are due
  • Multiple grid displays show various views of documents
  • Chart showing status of all in-process documents
  • Data driven navigation which can be changed based on user access

SPECIFICATIONS

  • Requires CorasWorks Workplace Suite v10 or AppEngine
  • Does not contain additional compiled code to install
  • Upload of application requires Site Collection Administrator rights

R3BS Document Set Approval Data Sheet - Printable Version

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