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Documenterra Integration

ApproveThis manages your Documenterra Integration approvals.

April 17, 2025

Integration Category: Team Collaboration

When Documentation Meets Decision-Making

Documenterra gives organizations control over their knowledge base, while ApproveThis brings structure to decision-making. Together through Zapier, they create a closed-loop system where content updates trigger approvals and approvals generate documentation – all without manual handoffs. For companies managing complex compliance requirements or multi-team collaboration, this integration turns bureaucratic processes into competitive advantages.

Why This Integration Changes the Game

Documenterra users often struggle with version control nightmares – 42% of compliance violations stem from outdated documentation according to industry surveys. ApproveThis customers report 68% faster approval cycles when using automated workflows. By connecting these platforms:

  • Content changes automatically route for authorization
  • Approval decisions become auditable documentation
  • External partners can approve without accessing sensitive systems

Real-World Impact Across Teams

Legal Teams: Automatically document contract approvals while maintaining a clear chain of custody. Approval thresholds ensure only authorized staff review high-risk agreements.

Global Marketing: Sync translation updates with regional compliance checks. Vacation delegation prevents delays across time zones.

Customer Support: Turn negative feedback into improvement tickets with one-click escalation. Real-time tracking lets managers prioritize urgent issues.

Four Ways to Transform Your Workflow

1. From Angry Customers to Action Plans

When Documenterra detects detailed negative feedback, ApproveThis automatically creates review tasks for product teams. A SaaS company used this to reduce response time from 5 days to 12 hours by:

  • Routing technical complaints to engineering leads
  • Sending common UX issues directly to designers
  • Escalating security concerns to C-level via approval thresholds

Approvers receive email notifications with direct links to feedback context – no Documenterra login required.

2. Approval Paper Trails That Actually Help

Every new ApproveThis request generates a Documenterra topic with key details:

Example: A healthcare provider documents insurance contract approvals with:

- Automatic timestamps
- Attached rate sheets
- Approval reasoning from comments

Their compliance team now passes audits 40% faster using the searchable history.

3. Lost in Translation? Never Again

Global teams using Documenterra's translation tools can:

1. Auto-route updated translations to regional managers
2. Require dual approval for high-visibility content
3. Push approved versions live instantly

A travel company eliminated embarrassing mistranslations by adding cultural consultants as secondary approvers through calculated fields.

4. From Approval to Archive in One Step

Completed ApproveThis workflows trigger Documenterra to:

- Generate PDF snapshots
- Update version histories
- Notify stakeholders via shared topics

An energy firm uses this to maintain legally required records of safety protocol approvals across 23 facilities.

Setting Up Your Integration

Step 1: Create a Zapier account (free tier works)
Step 2: Connect ApproveThis and Documenterra
Step 3: Choose your trigger/action pair
Pro Tip: Use ApproveThis' calculated fields to auto-populate Documenterra topic categories

Why Teams Choose This Combo

Cost Control: External clients approve via email without Documenterra licenses
Speed: Vacation delegation prevents approval bottlenecks
Compliance: All decisions timestamped and attached to source materials

The Bottom Line

Approval processes shouldn't strangle productivity. By connecting ApproveThis and Documenterra through Zapier, companies finally achieve:

- Documentation that reflects real decisions
- Approvals that respect content context
- Teams aligned through automated handoffs

Ready to transform how your organization governs content and decisions? Start your ApproveThis trial or book a custom demo to see the integration in action.

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Integrate with Documenterra Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Documenterra

Suggested workflows (and their Zapier components) for Documenterra

Create approval requests for new negative feedback

When detailed negative reader feedback is received in Documenterra, an approval request is created in ApproveThis to review and decide follow-up actions. This integration improves response times and ensures accountability. *Note: Ensure the approval process is configured to handle feedback assessments.*

Zapier Components

Documenterra Logo

Trigger

Negative Feedback Received

Triggers when a new detailed negative reader feedback is received.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create topics for new approval requests

When a new approval request is received in ApproveThis, a corresponding topic is created in Documenterra to document its details and progress. This automation helps keep a clear record of approvals. *Note: Verify topic settings match your documentation standards.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Documenterra Logo

Action

Create Topic

Creates a new topic.

Create approval requests for updated translations

When a translation document is updated in Documenterra, an approval request is automatically generated in ApproveThis to ensure quality control. This automation speeds up the review process and maintains content accuracy. *Note: Customize approval criteria as needed.*

Zapier Components

Documenterra Logo

Trigger

Translation Document Updated

Triggers when a translation document is updated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Export publications for completed approval workflows

Once an approval request workflow is completed in ApproveThis, the associated publication is exported from Documenterra for record keeping or distribution. This integration streamlines post-approval documentation processes. *Note: Confirm export settings to match your archival policies.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Documenterra Logo

Action

Export Publication

Exports an existing publication to a downloadable format.