All Approval Docs How it works, Tips, and Best Practices

Approving documents is among the day-to-day tasks done by engineers, project managers, programme managers, and executives in almost every engineering organization. The process of approving documents can affect the productivity of various operations in the organization if it is not well streamlined. In this article, we will share with you everything you need to know about Document Approval, how it works, and how you can streamline it to ensure it doesn’t hurt your organization’s performance.

What is Document Approval?

Document Approval is a process where a document is sent to one or more people for input and approval before proceeding. The document may be sent to a manager for approval or to a group of people for input. This process ensures that the document is correct and meets the needs of everyone involved. This is usually done to avoid any possible conflict or confusion that could come from someone not agreeing with the proposed document.

What is the Document Approval Process?

The Document Approval process refers to the strategic sequence of steps a team needs to complete to review internal and external documents. This process might be long or brief, depending on the size of the company and the nature of the document that needs to be approved. Big corporations usually have a longer approval process due to complexities in the hierarchy.

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When is Document Approval needed?

There are several scenarios in an organization when Document Approval is required. Some of the common ones include the following.

1. A proposal needs to be approved by a committee

A proposal is a document that outlines a proposed project or business venture and requests approval from a committee or other decision-making body. It should contain detailed information about the project, including its purpose, budget, and timeline. The proposal should also include a plan for how the project will be carried out and what results can be expected.

2. Changes are being made to an existing document

The changes may be minor or significant, but they need to be tracked so that everyone involved in the project understands the most recent version of the document. A change log can be used to track all of the changes that have been made, who made them, and when they were made.

3. A contract needs to be signed by multiple people

A contract is a legally binding agreement between two or more parties. It should outline the terms and conditions of the agreement, as well as any penalties for breaking it. The contract should be signed by all of the parties involved in order to make it legally binding.

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