SharePoint is a versatile platform that can be used for various business needs, including document management and collaboration. It is also a popular choice for developing custom business applications.
One of the most popular uses for SharePoint is creating an approval system. SharePoint-based approval systems can streamline the process of document review and approval, making it faster and easier to move important documents along the chain of command, hence getting these documents approved, revised, or rejected.
How does a SharePoint-based approval system work?
When a document is ready for review, the author uploads it to a SharePoint list or library. The document is then routed to the appropriate reviewers. The reviewers can add their comments and feedback directly to the document or leave comments on the SharePoint site. Once the review process is complete, the document is either approved or rejected.
The benefits of using a SharePoint-based approval system
SharePoint is a powerful tool that can help organizations keep track of documents and approvals. A SharePoint-based approval system can streamline the process of document approvals, saving time and energy. SharePoint approvals can be routed automatically to the appropriate individuals, and the system can keep track of who has approved what. In addition, SharePoint offers a degree of flexibility that is not always possible with paper-based systems. For example, SharePoint approvals can be assigned to groups rather than individuals, making it easier to ensure that all relevant stakeholders have a chance to weigh in. As a result, a SharePoint-based approval system can be a valuable asset for any organization.
SharePoint-based approval system using Ultimate Forms
Ultimate Forms offers a complete set of features for approvals, electronic signatures, task assignments, alerts & notifications, and more. As an added benefit, you get a workflow history log with every change made to an item.
Step-by-step on how to build your own SharePoint approval system
Are you ready to take a dive and learn how to build your own SharePoint approval system? If the answer is yes, here are some excellent resources created for you by our expert team members;
- Here is a step-by-step demo by our own Will Cooper on how to create an approval system using Ultimate forms and SharePoint.
- A great short article by Phil Gold on the added benefits Ultimate provides when creating an approval system.
- Here is a comprehensive tutorial by Wil Cooper on how to create an approval system
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Get started with Ultimate Forms;
30-day free trial!
If you're looking for a powerful yet easy-to-use process solution for SharePoint, then Infowise's Ultimate Forms is definitely worth checking out. Best of all, you can try it free for thirty days. After that, just download the trial version. Once you try Ultimate Forms, you'll see how it can streamline your solution creation process, whether you're building a simple or a complex solution. You can quickly create and deploy these solutions without writing any code, So why not try Ultimate Forms today?
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conclusion
In conclusion, SharePoint and Ultimate forms offer a comprehensive and user-friendly solution for creating an approval system. By using SharePoint and Ultimate forms, you can easily create an approval system that is tailored to your specific needs and requirements. With SharePoint and Ultimate forms, you can streamline your approval process, improve communication and collaboration, and reduce the risk of errors. Ultimately, SharePoint-based approval systems can help your organization to become more efficient and productive. And Ultimate forms offer a powerful and flexible solution for creating an approval system.
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Flexible Forms
Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint.
Smart dynamic SharePoint forms provide an exceptional user experience, improve data quality and simplify business processes, saving you valuable resources.
Intuitive Automation
Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more.
By reducing the learning curve, you empower more people in your organization to create and manage business solutions, successfully removing bottlenecks.
Clear Reporting
Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts.
Everyone is able to visualize information in an accessible fashion, improving responsiveness and accountability.
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