Workflow Approvals Automate review, updates, and signoffs.

SimplifyIT lets you assign internal documents to specific reviewers, route them for updates or signoff, and track it all in one place. No more waiting on email replies or wondering if someone missed the deadline. This is workflow automation designed for document compliance.

How It Works

Trigger reviews based on expiration dates or manual assignments
Route documents to one or more reviewers
Include comments or revision instructions with each task
Track status in real-time - nothing falls through the cracks
Combine with retention tracking to keep content fresh

Designed for Real-World Teams

Need the CFO to review a disaster recovery plan? HR to update the handbook? Compliance to verify new NCUA guidance? Assign it in seconds. They'll get notified, and you'll see exactly when it's done - or overdue.

Common Use Cases

Annual policy reviews assigned to department heads
New employee forms routed through HR and Compliance
Board packet reviews with due dates and signoffs
Security documentation updates after incidents or audits

Full Visibility and Audit Trails

Every action is logged - who approved it, when, and what changed. You'll never have to dig through emails or guess who saw what. Export logs in seconds.

Let Workflows Handle the Follow-Up

Request a demo and see how easy it is to automate internal approvals - and make overdue items someone else's problem.

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