ApproveThis manages your Documo Integration approvals.

When Cloud Faxing Meets Approval Automation

Let's be real: faxing isn't dead. Healthcare, legal, and finance teams still rely on it daily for secure document transfers. But here's the problem - getting approvals for sensitive faxes creates bottlenecks. ApproveThis and Documo fix this by turning "Hey, can you review this?" emails into automated workflows that keep things moving.

Documo handles the secure faxing. ApproveThis manages the human decisions. Together through Zapier, they create a system where:

• Incoming faxes trigger instant approval requests
• Approved documents get sent automatically
• Denied requests flag issues before sensitive info leaks

This isn't about replacing people - it's about eliminating the "Where's that approval?" follow-ups that waste 3 hours every Tuesday.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees get crushed by approval delays. Legal needs 3 signatures to respond to a contract fax. Healthcare providers can't release records without physician sign-off. Finance teams get stuck waiting for budget approvals on vendor invoices.

ApproveThis solves this with:

Conditional Routing: Automatically send high-risk faxes to compliance teams first, routine ones to department heads.

No License Headaches: Approvers only need email access - critical when working with external partners who shouldn't have full system access.

Documo brings HIPAA-compliant faxing with cloud storage integration. Together, they handle the entire document lifecycle - no more lost faxes buried in inboxes.

Real Workflows (That Don't Require IT)

Use Case 1: Incoming Fax → Approval → Action

A regional hospital uses Documo to receive patient records. Problem: Nurses couldn't release files without doctor approval, leading to 2-day delays.

Their Fix:

1. Documo detects new fax
2. Zapier creates ApproveThis request with fax PDF attached
3. System routes based on patient type:
- Pediatrics → Head of Pediatrics + Legal
- ER Cases → On-call physician only
4. Approved? Records team gets auto-notification to process
5. Denied? Case gets flagged for compliance review

Result: Cut record release time from 48hrs to 4hrs.

Use Case 2: Approval → Send Fax

A manufacturing company needs 3 signatures to fax purchase orders over $50k. Their old process: Print → Walk around office → Hope signers are in town.

Now:

1. ApproveThis request created in their procurement system
2. CFO, department head, legal get parallel approvals via email
3. All approve? Zapier triggers Documo to fax PO to vendor
4. If anyone rejects, buyer gets instant alert to renegotiate terms

Bonus: ApproveThis' calculated fields auto-flag POs over $50k, preventing accidental rule-breaking.

Department-Specific Wins

Healthcare Teams

Compliance isn't optional. ApproveThis adds an audit trail showing who approved what fax and when. Vacation delegation ensures covering physicians can approve records when primary docs are out.

Legal Teams

Merge ApproveThis' sequential approvals with Documo's secure faxing. Senior partner reviews first, then junior associates handle dispatch. All via email - no law clerk chasing partners through the courthouse.

Finance Departments

Set approval thresholds: $10k purchases auto-approved by managers, $50k+ require CFO eyes. Integrate with accounting software so approved faxes log directly into expense reports.

Setting This Up Without the Headache

If you can forward an email, you can build this integration. Here's the 10,000-foot view:

1. Create a Zapier account (free tier works)
2. Connect Documo → Set trigger "When fax received"
3. Add ApproveThis → Action "Create approval request"
4. Map fax details to approval fields (takes 2 clicks)
5. Test with a fax → Watch approvals flow

Pro Tip: Use ApproveThis' calculated fields to auto-tag fax types. Example: Any fax from "@healthinsurer.com" gets labeled "Prior Auth - Urgent".

Why This Beats "Just Use Email"

Teams try to handle approvals through email chains. Then this happens:

- CC'd approvers miss threads
- No version control ("Wait, is this the final draft?")
- Zero audit trails for compliance
- Approvers go on vacation, everything halts

ApproveThis fixes this with:
Real-Time Tracking: See all pending fax approvals in one dashboard
Auto-Escalation: Stuck request? System nudges the next in command
Mobile Approvals: Approvers can review faxes and sign off from phones

When to Consider This Integration

This isn't for every company. But if you check these boxes, it's time to automate:

- You send/receive 50+ faxes monthly
- Approvals require 2+ people
- Compliance requires document tracking
- Teams waste hours weekly chasing sign-offs

Bonus if you're in healthcare, legal, or finance - the compliance benefits alone justify the setup time.

Getting Started

ApproveThis offers a free trial (no credit card). Documo has pay-as-you-go plans. Zapier's free tier handles basic workflows.

Next Steps:
1. Register for ApproveThis
2. Connect your Documo account via Zapier
3. Build your first fax approval flow in 23 minutes

Or schedule a demo to see how a 500-employee healthcare group cut approval delays by 81%.

FAQs

Q: Do approvers need Documo logins?
A: Nope. They approve via email. Only workflow admins need ApproveThis access.

Q: Can we approve faxes from mobile?
A: Yep. ApproveThis' email links work on any device. No app install needed.

Q: What if an approver is OOO?
A: Set vacation rules in ApproveThis to auto-reassign approvals. No more "Waiting on Jim" delays.