Document approval template
Manage the document approval process from initial submission to final approval.
best for
Legal
key features
Task planning
Prioritization
Pipeline management
What is a document approval template?
The document approval process template helps teams manage documents from creation to approval.
What does the document approval template include?
Board
The Board view provides a free Kanban tool for visualizing your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.
Timeline
The Timeline view provides a Gantt-style chart that can be used to visualize and plan the timing, duration, and dependencies of tasks within your project. It enables you to easily see how long tasks take to complete and when things will land.
Forms
Easily collect information and capture work requests from other teams or stakeholders in your organization. Create different types of forms to receive different types of work from your stakeholders.
Workflows
No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.
Automations
Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.
Easy document management
Help your team collaborate on creating critical documents, such as contracts and policies, with a single place to track initial submissions, feedback, and final approval actions.
Progress tracking
Track each document’s progress as it moves from “to do” through rounds of reviews to “done”. Add relevant details and set due dates to provide context for approvers.
Customized workflow
Create custom fields and edit the steps in the workflow to reflect your team’s unique way of working.
How to get started with the document approval template
This template uses Jira to help your team manage document approvals.
