ApproveThis manages your Secure Doc Manager Integration approvals.

Why Approval Workflows Matter for Document-Centric Teams

For professionals handling sensitive documents - legal contracts, financial records, or client onboarding materials - every approval delay carries real costs. Secure Doc Manager excels at organizing critical files, while ApproveThis specializes in accelerating decisions. When connected through Zapier, these platforms create a seamless system where document management and approval workflows operate in lockstep.

Consider a loan processing firm: loan officers collect 30+ documents per application, each requiring compliance reviews. Without automation, chasing signatures via email creates version control issues and compliance gaps. By integrating these tools, every uploaded document automatically triggers tailored approval chains with audit trails - cutting processing time from days to hours.

How Approval Automation Transforms Key Operations

Secure Doc Manager users typically fall into two camps: those requesting documents (accountants needing tax forms) and those approving them (compliance officers). ApproveThis bridges this gap by adding structured decision-making to document workflows without requiring approvers to learn new systems.

Client Onboarding Acceleration

When a law firm creates a new client profile in Secure Doc Manager, the integration can:

• Auto-generate approval requests for conflict checks
• Route engagement letters to partners via email
• Archive signed agreements upon approval

Approvers simply click "Approve" in their inbox - no login required. For accounting firms, this means new client intake forms get automatically reviewed by multiple departments before being locked as read-only in Secure Doc Manager.

Regulatory Compliance Made Proactive

Financial institutions use calculated fields to enforce approval thresholds. A $250K loan application might require three signatures, while a $50K request auto-approves after one review. ApproveThis automatically escalates requests that hit predefined conditions, ensuring compliance teams only see exceptions needing human judgment.

Implementation Strategies for Different Teams

The Zapier integration works bi-directionally: Secure Doc Manager can trigger approvals in ApproveThis, and approval outcomes can update document statuses. Here's how key departments benefit:

Legal Teams

When NDAs or contracts get uploaded to Secure Doc Manager, ApproveThis can:

• Route redlined versions to specific reviewers based on contract value
• Auto-archive drafts once final versions get approved
• Notify paralegals when executed copies need filing

Law firms reduce contract cycle times by eliminating manual follow-ups between practice groups.

Finance Departments

AP teams processing vendor invoices can set approval thresholds matching delegated authority levels. When someone uploads a $15,000 invoice, ApproveThis automatically routes it to the correct manager while smaller amounts get processed instantly. Approved invoices auto-lock in Secure Doc Manager to prevent post-approval alterations.

Client-Facing Roles

Advisors using Secure Doc Manager to collect client materials can trigger approval requests when critical documents arrive. For example, a wealth manager might automatically request internal compliance approval when a client's risk disclosure form gets uploaded - ensuring no portfolio moves forward without proper documentation.

Technical Setup Without the Headaches

Connecting the platforms takes about 15 minutes through Zapier's visual interface:

1. Create a Zapier account (free tier works for testing)
2. Choose Secure Doc Manager as your trigger app
3. Select an event like "New Document Request"
4. Connect ApproveThis as your action app
5. Map document metadata to approval request fields

Key configuration tips:

Use ApproveThis' calculated fields to auto-set priority levels based on document types. For instance, tax returns could trigger 24-hour approval SLAs versus 72 hours for routine filings. Enable vacation delegation so out-of-office approvers don't create bottlenecks.

Critical Features That Make This Integration Work

While both tools integrate with many platforms, three ApproveThis capabilities make this pairing particularly effective:

Email-Based Approvals: External counsel or client representatives can review documents without accessing Secure Doc Manager. They receive a secure email with context and action buttons - approvals register directly in both systems.

Version Control Safeguards: When integrated, Secure Doc Manager can lock document editing until approvals complete. Subsequent changes trigger re-approval workflows, maintaining audit integrity.

Cross-Platform Audit Trails: Every approval decision in ApproveThis timestamps the associated Secure Doc Manager file. During audits, teams can instantly pull who approved what - and when - without juggling multiple logs.

Real-World Impact Across Industries

A regional accounting firm used this integration to cut client onboarding time by 40%. Previously, partners wasted hours weekly chasing document sign-offs via email. Now:

1. New client intake forms in Secure Doc Manager trigger approval requests
2. Partners review directly from Outlook
3. Upon approval, files auto-move to "Active Clients" with permissions locked
4. Denied requests alert admins to missing data via automated Slack alerts

Mortgage brokers report similar gains: loan packages that took 5 days for internal review now clear in 8 hours. ApproveThis automatically escalates stalled requests, while Secure Doc Manager maintains version control as applicants submit supplemental materials.

Getting Started Without Overengineering

Begin with high-impact, frequent approvals:

First Integration: Client onboarding documents
Trigger: New client folder created in Secure Doc Manager
Action: ApproveThis sends intake checklist to compliance team

Once comfortable, expand to:
- Contract renewals with auto-expiring approvals
- Document access requests from external vendors
- Audit trail generation for compliance reporting

Avoid overcomplicating initial workflows. Start with single-step approvals, then layer in conditional logic as teams adapt.

The Strategic Advantage

Combining these tools does more than save time - it transforms document handling from a reactive process to a strategic function. Legal teams gain capacity to focus on high-value work instead of chasing signatures. Finance departments close books faster with automated approval trails. Client-facing roles improve satisfaction by eliminating approval-related delays.

Ready to move beyond manual approvals? Start your ApproveThis trial or schedule a custom demo to see how approval automation integrates with your Secure Doc Manager workflows. For technical details, visit Zapier's integration hub.