Approval is still your decision
The process gets the draft to the right person. It does not decide whether the terms are right.
Not customer results. This is the process itself, before and after.
Approving and signing
The right draft, the right approver, then the signature.
Dropie handles the steps between collecting details and filing the signed copy. Your client gets one link.
Illustrative process example. Adapt the steps and approvals to your team.
Before
How the process runs today
A draft goes out by email. The approver changes a value and sends a new copy. The client signs the earlier one. Someone compares the versions, asks for another signature and puts the result in a shared folder.
The anatomy
Every handoff, and what sends it backwards
Read the last column first. That is where the chasing starts.
| # | Who | What happens | Where it waits | What sends it back |
|---|---|---|---|---|
| 1 | Your team | Copies the values into a draft | The drafting queue | A value cannot be traced to its source |
| 2 | Approver | Checks the draft and returns it by email | The approver's calendar | The wrong version reaches the next person |
| 3 | Client | Signs the document received by email | The client's inbox | It is an earlier version |
| 4 | Your team | Finds and files the signed copy | A shared folder | The copy is filed against the wrong record |
What was built
The same process, with the chasing taken out
The highlighted rows still need a person. That is the point.
| # | What runs | What a human does | What the client sees |
|---|---|---|---|
| 1 | The draft is filled from those values. | Nothing | The current document when shared |
| 2 | The draft reaches the approval queue with its sources. | Checks and approves | The approved document in their room |
| 3 | The approved version is sent for signature. | Signs the approved document | The document to sign |
| 4 | The signed copy is filed in the client room. | Nothing | The signed copy on the same link |
Four steps. Two of them are a person.
Functions used
Read the workflow as JSONThe run
Approving and signing
A diagram of these steps. Your approval points remain visible.
Approving and signingCompleted
- The draft is filled from those values.Completed
- The draft reaches the approval queue with its sources.Human approvalChecks and approves
- The approved version is sent for signature.Human approvalSigns the approved document
- The signed copy is filed in the client room.Completed
Human approval
The highlighted rows still need a person. That is the point.
Not customer results. This is the process itself, before and after.
What it refuses to do
What we would check before turning it on
Signature requirements
Check the requirements for this document with your legal adviser.
Related processes
In the same industry, or using the same functions.
Every business
Collecting client data
One link instead of the spreadsheet nobody understands.
See the process
Accounting
Year end document collection
The work is the accounts. The year is the chasing.
See the process
Accounting
Receipt collection
The receipt, its source and the question about it stay together.
See the process
One process is a good place to start
Choose one task you would like to stop chasing. Build it with your documents, on your terms.