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Document Approval Guide

Overview​

This guide outlines the different types of approval available in the system and their associated automation triggers. Understanding these options ensures the correct workflow is followed for each type of request or document. It also includes content Snippets which are fully customizable up to 10,000+ characters. Understanding these options ensures the correct workflow is followed for each type of request or document.

2 Typer of Approval Currently, Practice Gateway contains three types of approval available in the system:

  • For Information: This is just for informational purposes and does not require any action.
  • For Approval: This is an online authenticated approval process.
  • For Signature: This requires a signature to an individual contact or to the contact’s Data Approver from all data approvers associated with a contact (e.g., directors).

*Signature approvals only available for Customers who acquired e-signing feature (Adobe or …)

3 User Guide There are 2 ways for document Approvals to be created within Practice Gateway: There are two ways to create Document Approvals within Practice Gateway:

  1. Via the Contact Form: Create a new Document Approval by selecting pre-built templates from the drop-down box and sending them.
  2. Search for a Contact
  3. Select Document Approvals
  4. Select + New Document Approval or Existing Draft
  5. Add Name
  6. Add Service Line
  7. Select either:
  • Template
  • Drop Files
  • Source Upload
  1. Press Next Stage
  2. Optional:
  • Schedule a reminder
  • Approval Type
  • Set it as a Key Document
  1. Press Next Stage
  2. Optional:
  • Generate PDF
  1. Select Send Approval
  2. Select type of Approval:
  • For Information
  • For Approval
  • For Signature (Contact)
  • For Signature (Data Approvers)

  1. Save or Save & Close

  2. Via the Menu: Create a Document Approval directly from the Menu, assigning the contact at a later stage.

  3. Select Document Approvals

  4. Select + New (Document Approval) or Existing Draft

  5. Add Contact

  6. Add Name

  7. Add Service Line

  8. Select either:

  • Template
  • Drop Files
  • Source Upload
  1. Press Next Stage
  2. Optional:
  • Schedule a reminder
  • Approval Type
  • Set it as a Key Document
  1. Press Next Stage
  • Optional: Generate PDF
  1. Select Send Approval
  2. Select type of Approval:
  • For Information
  • For Approval
  • For Signature (Contact)
  • For Signature (Data Approvers)
  1. Save or Save & Close

Please note if you don’t have access to send button, you need to be added to the “release document approvers” team in the backend. This can be achieved by contacting your client manager to send out the approval.

4 Visual Guide There are two ways to create Document Approvals within Practice Gateway:

  1. Via the Contact Form: Create a new Document Approval by selecting pre-built templates from the drop-down box and sending them.
  2. Search for a Contact
  3. Select Document Approvals
  4. Select + New Document Approval or Existing Draft
  5. Add Name
  6. Add Service Line
  7. Select either:
  • Template
  • Drop Files
  • Source Upload
  1. Press Next Stage
  2. Optional:
  • Schedule a reminder
  • Approval Type
  • Set it as a Key Document
  1. Press Next Stage
  2. Optional:
  • Generate PDF

Accessing the Contact Request Section 11. Select Send Approval 12. Select type of Approval:

  • For Information
  • For Approval
  • For Signature (Contact)
  • For Signature (Data Approvers)

  1. Save or Save & Close

  2. Via the Menu: Create a Document Approval directly from the Menu, assigning the contact at a later stage.

  3. Select Document Approvals

  4. Select + New (Document Approval) or Existing Draft

  5. Once opened Add Contact and Status Reason

  6. Add Name

  7. Add Service Line

  8. Select either of the options below for Cover Message:

  • Template
  • Drop Files
  • Source Upload

  1. Press Next Stage

  2. Optional Details:

  • Schedule a reminder
  • Approval Type
  • Set / do not set it as a Key Document
  1. Optional:
  • Generate PDF

Accessing the Contact Request Section 10. Select Send Approval

  1. Select type of Approval:
  • For Information
  • For Approval
  • For Signature (Contact)
  • For Signature (Data Approvers)
  1. Save or Save & Close

  5 Feedback

We hope this document was helpful. If you have any further questions or need additional support, please don’t hesitate to contact us at support@ttech.uk.com