Signatures & approvals
Track approvals and signing through to completion.
Move applications and cases through approval stages, consent and e-signature workflows. Keep the request, signing status and completed document with the case.
See the stagesMake the approval stages explicit.
Route a case to the right person or team when a policy, threshold or exception requires human approval.
Use approved templates and a defined signing journey so teams can follow the required process and see where action is still needed.
Request approval
Put the case and supporting information before the responsible person or team.
Record the response
Keep the approval or decline with the case before progressing to the next required stage.
Request signatures
Use the approved document and signing journey for the people who need to sign.
Retain the completion record
Keep the signed document and approval history attached to the underlying application or case.
Approval and signing status.
Approval and signing are separate steps. Keep their status clear, including where a request has been declined or still needs action.
Approval stages
See which stage the case has reached and the person or team responsible for the response.
Signing status
See what is waiting, what has been signed and what still needs action.
Multi-party signing
Support documents that need more than one signatory, with signing requirements defined for the workflow.
Controlled templates
Use approved documents and signing journeys so teams are not creating ad hoc versions for each case.
The signed document is part of the record.
Keep the request and completion history, as well as the file itself. The approval trail explains how the case reached completion.
- Request & response history
- Record who requested, approved, signed or declined at each stage.
- Evidence retained
- Keep the signed document and approval history attached to the underlying case.
- Context for audit
- Review the approval record alongside the evidence and assessment that preceded it.