ApproveThis manages your SmartFile Integration approvals.

When File Management Meets Approval Power

Let's be real – nobody gets excited about approval processes. But when sensitive files get stuck in email threads or forgotten in Slack channels, that's when things get spicy (and not in a good way). SmartFile keeps your documents secure, but approvals? That's where things usually fall apart. Enter ApproveThis: the glue that turns "Where's that signed contract?!" into "Approved in 2 clicks."

Why This Combo Works Like a Swiss Bank Vault

SmartFile's great at locking down files. ApproveThis? It's the bouncer deciding who gets in. Together via Zapier, they handle the two biggest headaches in business workflows:

• No more "Reply All" purgatory: Approvers don't need to hunt down files or log into SmartFile
• Zero compliance guesswork: Every file access or user permission gets audited approval trails

Best part? External clients or contractors can approve stuff without you buying them SmartFile seats. Your CFO will high-five you.

Real-World Workflows That Don't Suck

1. The "Who Approved This File?" Killer

How it works: New file in SmartFile → Auto-approval request in ApproveThis → Decision logs with timestamps

Who cares:

Legal teams: Imagine every NDA upload triggering compliance checks before sharing. No more "Oops, wrong version" emails at midnight.

Marketing agencies: Client contracts get approved before creatives touch the project. Bonus: Auto-reject files over 50MB to keep your servers happy.

2. The Paperless Onboarding Play

How it works: New user in SmartFile → Approval request with access levels → Auto-folder setup post-approval

HR wins: New hires get exactly the files they need on day one – no more global access "just in case." Plus, offboarding? Revoke access when approvals expire.

3. The "Where's That Attachment?" Fix

How it works: Start approval in ApproveThis → Auto-upload files to SmartFile → Link everything in one audit trail

Procurement teams: PO requests now come with attached quotes and approval history. Vendor tries to change terms later? The receipts are literally built-in.

Features You'll Actually Use

This isn't shelfware. These integrations work because:

Approval thresholds: Auto-approve small expenses attached to files, but escalate anything over $10k. SmartFile tracks the docs, ApproveThis handles the cash.

Vacation coverage: CFO out golfing? Delegated approvers get the files without needing SmartFile logins. No bottlenecks, no drama.

Email approvals: Legal hates new tools? Let them approve contracts from Outlook. The files stay in SmartFile, the "yes" comes via email. Done.

Setup That Takes Less Time Than Your Morning Coffee

1. Connect Zapier to both platforms
2. Pick your trigger (New file? New user? Your call)
3. Map SmartFile folders to ApproveThis templates
4. Test with a PDF of your office dog. Seriously.

Pro tip: Use ApproveThis' calculated fields to auto-flag files over size limits before they clog your storage.

Who Gets Their Life Back

Legal Teams

Every redlined contract gets approval chains attached to the final version in SmartFile. Discoverability? Check. Audit trails? Obviously.

HR Departments

Onboard 50 people with custom file access? Set it once in ApproveThis. SmartFile handles the rest. Offboarding is just clicking "revoke."

Marketing Agencies

Client approves final assets → files auto-move from "Pending" to "Client Approved" folder. No more "I thought you sent that?" calls.

IT Security

New software vendor? Require 3 approvals before granting SmartFile access. All requests expire in 72 hours unless approved. Sleep better at night.

The Bottom Line (No Fluff)

This isn't about "digital transformation" buzzwords. It's about:

- Killing the 8-email chains to approve a PDF
- Having proof that Karen approved Q4 budgets on November 3rd at 2:47 PM
- Letting teams work in SmartFile while execs approve stuff in Gmail

If your company moves at the speed of "Wait, who needs to sign this?" – we should talk.

Ready to stop chasing approvals? Get Started Free or Book a 15-Min Demo