ApproveThis manages your Documently Integration approvals.

Why Approval Automation Matters Now

Businesses lose an average of 30 days per year chasing document approvals. Between missed emails, unclear ownership, and manual routing, critical workflows stall. This is where combining Documently's document lifecycle management with ApproveThis' approval automation creates measurable impact. Together, they turn fragmented processes into systematic workflows that scale with your business.

The Power of Documently + ApproveThis

Documently excels at collecting and organizing documents through customizable templates, while ApproveThis specializes in structured decision-making workflows. When connected via Zapier, these platforms create closed-loop systems where documents trigger approvals and approvals update document statuses automatically.

Key benefits include:

• 20-40% faster document cycle times through automated routing
• Full audit trails meeting compliance standards like HIPAA or SOC 2
• Simplified collaboration with external partners who only need email access

Real-World Use Cases

Healthcare Compliance Checklists

A medical device company uses Documently templates to collect FDA audit documentation from manufacturing partners. When suppliers upload new checklists, Zapier triggers ApproveThis to:

1. Route documents to QA and legal teams sequentially
2. Apply conditional thresholds - contracts over $500k auto-route to CFO
3. Update Documently statuses upon approval using calculated fields

Result: 78% faster audit prep with complete version control.

Legal Document Execution

Law firms handling estate planning use Documently to collect beneficiary forms. ApproveThis adds:

• Email approvals for external executors without system logins
• Vacation delegation to prevent bottlenecks during attorney PTO
• Real-time dashboards showing pending notarizations

This combination reduced client onboarding delays by 62% for a 200-attorney practice.

Vendor Onboarding

Construction companies now automate certificate of insurance (COI) collection. When new contractors log into Documently:

1. ApproveThis instantly creates approval requests
2. Safety managers review via mobile email approvals
3. Approved COIs sync to accounting systems

One ENR 400 firm processed 1,200+ vendor packages in Q1 2024 with zero compliance misses.

Implementation Guide

Technical Setup

Connect the platforms in 15 minutes:

1. Create Zapier account (free tier works)
2. Choose Documently trigger: "New Checklist Upload"
3. Set ApproveThis action: "Create Request"
4. Map Documently fields to approval templates
5. Test with sample document

Process Design Tips

Maximize ROI by:

• Setting approval thresholds for low-risk documents
• Using Documently tags to auto-assign approver groups
• Enabling email fallback for non-technical users

Team-Specific Benefits

Operations Teams

Eliminate spreadsheet trackers with real-time dashboards showing document status across all locations. Auto-archive approved files to SharePoint or Google Drive.

Compliance Officers

Maintain airtight audit trails with timestamps, decision comments, and version histories synced between systems. Set mandatory review steps for high-risk categories.

External Collaborators

Suppliers and clients approve documents via email without needing ApproveThis licenses. Receive automatic reminders with Documently links for context.

Strategic Advantages

This integration isn't just about speed - it's about creating institutional knowledge. Over time, approval patterns in ApproveThis help optimize Documently templates. A logistics company discovered 43% of their customs forms required legal review. They redesigned their Documently template to pre-populate high-risk fields, cutting approval time from 14 days to 72 hours.

Getting Started

ApproveThis offers a free tier for basic workflows. Start with one high-volume document type like NDAs or purchase orders. Within 48 hours, you'll have:

1. Zapier connection live
2. Approval workflow mapped
3. Team training completed

For complex needs like multi-language support or custom SLAs, request a demo to see enterprise features in action.

Final Thoughts

In 2024, document management isn't about storage - it's about actionability. By pairing Documently's structured collection with ApproveThis' intelligent routing, businesses turn documents into decision points rather than bottlenecks. The result? Faster cycles, happier teams, and audit-ready processes that scale.

Next Step: Register for ApproveThis or schedule a workflow consultation to map your first automation.