The Document Approval workflow coordinates the project management approval process for documents such as plans, specifications, and reports. It ensures all materials are properly reviewed and signed off by relevant stakeholders. Document Approval provides a centralised and automated process for submitting documents, assigning approvers, gathering feedback, processing revisions, and obtaining final approvals. It manages version histories, improves governance, and ensures compliance in all project activities. 

Streamline Your Document Approval with pmo365

pmo365 streamlines the project approval process in project management with a real-time workflow. Document Approval uses helpful automations to assist document preparation, review, and provide distribution to key stakeholders. It also tracks the progress of your approval in real-time, and delivers timely notifications and reminders to keep your task management on track. With its extensive selection of authoritative forms and templates Document Approval speeds the preparation of important project management documentation and maintains a clear audit trail of each completed artifact.

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Budget Approval

Why Choose pmo365 for Document Approval?

Document Approval integrates with all your other pmo365 apps and tools (including Contract Governance, Budget Approvals, as well as enterprise reporting platforms that manage key enterprise functions like financials). Together, this information lets you build a proactive and highly efficient project management environment.

The Document Approval workflow enhances communication between stakeholders and simplifies the gathering of information and review. A robust document preparation process minimises risk and ensures compliance with important regulations and internal quality controls. You gain a streamlined system and a reliable, ‘single source of truth’ for every artifact. 

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What Makes Us Different

pmo365 is not a single productivity tool, but a versatile solution that provides best practice Apps, Flows, Reports and Connectors tailored to the unique requirements of your project managers and the PMO. Configuration customises PPM apps and tools to your needs, and project data is safely stored on your Microsoft cloud for instantaneous access across the organisation. 

pmo365‘s comprehensive, fully connected platform keeps all your project management tools and information in one place, and all stakeholders reliably informed of project performance.

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Key Features of Document Approval

Document Approval streamlines your document creation and approval process with these key features:  

Blue Check


Documents and project artifacts undergo a thorough assessment for quality, accuracy, and alignment with project values and requirements.

Blue Check


Documents are systematically passed to project managers, sponsors, clients and other key stakeholders for review and input.

Blue Check

Formal Authorisation

Following a comprehensive evaluation process, key decision-makers can authorise documents from within the workflow.

Frequently Asked Questions

What is Document Approval ?
What are the Benefits of Using pmo365 with Document Approval?
Why is Document Approval Important for Project Management?
How Does pmo365 Help You with Document Approval?

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Our Other Apps & Workflows

pmo365‘s Solution Library offers a complete and comprehensive range of project portfolio management software. You can choose the solution that best serves your current needs and continue to explore new enhancements over time. Our subscription service means you pay only one monthly fee with absolutely no development costs or building of code from scratch.

We deploy pmo365 using Microsoft’s secure and adaptable Power Platform, so you have virtually unlimited access to new Microsoft and non-Microsoft PPM tools for life. Furthermore, once you take out a pmo365 subscription, you own the solution and all the data kept on your Microsoft 365 cloud forever – even after your subscription expires. And we’ll continue to help you to manage your service however and whenever you need it.