Automated Document Approval Processes Using Frevvo

Overview One of the many efficiencies frevvo’s cloud-based web form builder can provide clients is easily automated approval workflows. With just a few clicks of your mouse, you can use frevvo to create document workflows for a variety of purposes, including expense reports, policy acknowledgements, vacation requests and more. This can make the approval process for these workflows more streamlined and less tedious for everyone involved, boosting productivity.

What Is frevvo? frevvo is cloud-based software for creating online forms companies can use for a variety of purposes such as automating document approval processes. Benefits include: • Easy design • Compatibility with mobile devices • Private or public cloud-based. • Dynamic forms adaptable to many

purposes.

Approval Workflows You Can Create With frevvo

• Vacation requests • Expense reports • Approvals for grants or scholarships • Policy acknowledgements • Purchasing • Patient referral Click here for more information.

Why Use Workflows frevvo’s workflows make approval processes easier and more convenient. You can: • Reduce errors resulting from lost

paperwork. • Speed up the approval process. • Allow employees and managers to submit

and approve from any device, anywhere & anytime.

• Improve record keeping.

Easy Creation Process With frevvo’s easy-to-use cloud-based software, anyone can easily automate workflows. For example, to request a signed quote from a vendor: 1. Drag and drop internal employee forms into the

workflow and use frevvo’s form designer program to arrange controls.

2. Drop in another form for the outside vendor and add the controls you want, such as a signature.

Easy Creation Process (cont’d.)

3. Insert an EMail activity between the two activities from steps 1 & 2 and customize the email itself.

4. Finally, drop in forms or other activities for the subsequent processing step by the internal employee.

How It Works

The quote request workflow you’ve just created will work like this: • An internal employee will start the process and enter the

vendor’s email address and other information and transmit the request to the vendor.

• frevvo will send an email to the vendor with a link to a unique URL.

• The vendor then may fill in the quote, sign it and route it back to the employee.

• frevvo’s mobile capability will ensure the vendor can access and complete the quote request, even if he or she is on the road.

Why Mobile? Giving vendors and internal employees the ability to access workflows from mobile devices is vital. • A growing number of companies are using mobile

devices as the primary computing device they provide employees.

• As more people telecommute to work, mobile access becomes increasingly important.

• With mobile access, the approval process can be greatly expedited.

About frevvo

frevvo creates cloud-based web form builder software to help businesses automate various processes and make them more efficient, also reducing their dependency on paper. The speed and efficiency gained by automation, as well as the reduced paper, printing and storage costs help make frevvo an efficient solution for many businesses and organizations, particularly those that are document-intensive. To learn more, visit http://www.frevvo.com/.