Avoid compliance issues with a robust approval workflow system.
Clustdoc approval workflow feature allows you to automatically route business onboarding requests and documents to key team members.
Clustdoc approval workflow feature allows you to automatically route business onboarding requests and documents to key team members.
Without proper approvals and sign-offs, one tiny mistake could lead to huge regulatory risks for your business.
With Clustdoc's approval workflow, compliance is no longer just talk, but actionable steps you can take with ease. From simple approvals to complex workflows, we've got the tools to help your business stay on track.
Combine features like automation, assignments, audit trail, due dates, tasks, reminders and more, to map out an end-to-end approval workflow automation that will help team members implement compliance policies without having to think about it.
Document approval - the bane of every team's existence.
If collecting required documents is relatively easy, reviewing incomplete or non-compliant documents can be a real headache. Not even mentioning the process of gathering internal approvals which can be a living nightmare. With Clustdoc's intuitive interface specifically built for internal approvals, this can be done quite easily.
You can do it all with just a click. Our system makes it easy to approve (or deny) incomplete client tasks and wrong documents such as:
Don't leave approvals to chance; with decision-makers or approvers, clarity is essential.
Our approval workflow ensures the right decision maker is identified from the get-go. That way, everyone is accountable and there's no confusion in sight. Add key approving parties to your workflow, set a specific order for sharing inputs or even build escalation workflows and you're done.
Our real-time tracking and audit trail features give you total control and visibility over the entire process.
With Clustdoc, you're always in the driver's seat - and leadership teams can rest easy knowing they have total clarity over onboarding tasks, internal approvals and client interactions, with no guesswork or friction involved.
Before you start, here are some answers to most frequently asked questions.
Clustdoc provides you and your team with a wide range of features that can be combined to build powerful yet custom approval workflows whether you need it for compliance reasons or to increase your team productivity.
Such features include : approval workflows, approval sequences, audit trails, assignment rules, internal tasks and much more. Register for a free account to browse through the features used by world-class companies using Clustdoc.
Yes. Automated email notifications can be sent out to the right approving party inside or outside your organization, for approving specific onboarding assets or steps of the customer onboarding journey. You can customize your email content and add your branding to these communications.
Sure. Conditional approvals can be set up based a several criterias including the progress of your client onboarding flows, due dates, submitted information, completed tasks etc.
You can set assignment rules upfront and define who needs to approve a specific task or review a submitted file. If no one is specifically assigned, you'll find the information you need in your activity tracking panel.
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