Workflows
  • Benefits
  • Features
  • Templates
  • Integrations
    • Healthcare
    • Human Resources
    • Finance
    • Nonprofit
    • Education
    • Information Technology
    • E-commerce
    • E-signature
    • See All
  • Enterprise
  • Pricing
    • FAQ
    • Media
    • Webinar
    • Help Guides
    • Blog
  • Build Now — It’s Free!
Workflow Templates
Project Management
Trending Templates
Service Request Workflow TemplateQuality Control Planning Approval TemplateRisk Assessment Approval Workflow TemplateTask Management Workflow TemplateProject Workflow TemplateMeeting Minutes Approval Process Workflow Template
Trending Categories
ApprovalsAdministrationApplicationEducationFinanceHealthcare

Document Approval Process Template

Trending Templates
Service Request Workflow TemplateQuality Control Planning Approval TemplateRisk Assessment Approval Workflow TemplateTask Management Workflow TemplateProject Workflow TemplateMeeting Minutes Approval Process Workflow Template
Trending Categories
ApprovalsAdministrationApplicationEducationFinanceHealthcare
Workflow Templates
Project Management

Document Approval Process Template

Enjoy an automated online approval process. Review and approve documents within your company. Easy to customize, set up notifications, send emails, and more.

Categories
  • Go to Category: Administration
  • Go to Category: Project Management
Document Approval Process TemplateDocument Approval Process Template
Document Approval Process Template
About this template

A document approval process template is used to document a manual document review and approval process. This can be used for an internal process or a customer review process. Whether it’s a contract, invoice, or other types of document, make sure your employees run important documents by you with the help of an automated Document Approval Process Template. When an employee fills out your document upload form, the submission will be sent to their related manager(s), you, or whoever else you would like it to be sent to. That person will then approve or reject the document, triggering an autoresponder email which will inform the employee of the decision.

Add more approvers to this Document Approval Process Template, set up conditional branching and notifications, customize autoresponder emails, set response time limits, and more with Jotform’s drag-and-drop builder. You can view and manage your approval flow on any device, and approvers can respond to their tasks directly from their inbox! Speed up the way you review documents with a free online Document Approval Process Template for your company or organization.

Categories
  • Go to Category: Administration
  • Go to Category: Project Management
Details
1,108 Clone
Created by
Jotform
Related templates
Service Request Workflow Template
Preview: Service Request Workflow Template

Service Request Workflow Template

The Service Request Workflow Template is designed to streamline the process of managing and approving service requests, making it ideal for IT departments, facilities teams, and customer service units.

Go to Category:Project Management
Preview
Quality Control Planning Approval Template
Preview: Quality Control Planning Approval Template

Quality Control Planning Approval Template

Build a custom automated approval flow for your quality control planning efforts. Works on all mobile, tablet, and desktop devices. No coding required.

Go to Category:Administration
Preview
Risk Assessment Approval Workflow Template
Preview: Risk Assessment Approval Workflow Template

Risk Assessment Approval Workflow Template

The Risk Assessment Approval Workflow Template is designed to help organizations efficiently manage and approve risk assessments, ensuring that all potential risks are properly evaluated and reviewed before any project or operational change is implemented.

Go to Category:Administration
Preview
Task Management Workflow Template
Preview: Task Management Workflow Template

Task Management Workflow Template

The Task Management Workflow Template is designed to help teams and project managers automate and organize their daily tasks, ensuring that all assignments are tracked, completed on time, and aligned with project goals.

Go to Category:Project Management
Preview
Project Workflow Template
Preview: Project Workflow Template

Project Workflow Template

The Project Workflow Template is designed to help project managers, team leads, and departments manage their projects more efficiently by automating key processes.

Go to Category:Project Management
Preview
Meeting Minutes Approval Process Workflow Template
Preview: Meeting Minutes Approval Process Workflow Template

Meeting Minutes Approval Process Workflow Template

The Meeting Minutes Approval Process Workflow Template is designed to streamline the review and approval of meeting minutes, making it ideal for corporate teams, boards, and committees.

Go to Category:Project Management
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Presentation Agents NEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog

Apps

Get it on Google PlayDownload on the App StoreSalesforce available on AppExchange
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement