Enhanced Capabilities: ApproveIT 365’s Latest Update Takes Document Management to the Next Level

ApproveIT 365's Latest Update: Streamline Your Document Management with Expanded Compatibility and Multi-Document Handling

We’re thrilled to introduce the latest update to ApproveIT 365, your trusted solution for streamlined document management within Business Central. With these exciting enhancements, we’re making it even easier to handle a wider range of document types, ensuring a more versatile and efficient workflow.

Expanded Compatibility: Sales, Purchase, Service Documents, and Jobs

In this update, ApproveIT 365 has broadened its horizons. Initially designed for Sales Documents, it now also seamlessly integrates with Purchase Documents, Service Documents, and Jobs. This means you can send quotes, contracts, purchase orders, service agreements, and job-related documents directly from Business Central to your clients or collaborators.

Multi-Document Handling Made Simple

One of the standout features of this update is the ability to add multiple documents to a single DocuSign envelope right from within the ApproveIT 365 workflow. This means you can include all relevant documents in one place for your clients’ convenience. Whether it’s additional terms and conditions or supporting materials, you can now streamline the entire approval process.

How It Works

With ApproveIT 365’s new update, a dedicated page has been added to the workflow. Here, users can effortlessly attach multiple static documents alongside the primary record-based document. The primary document will always be the one associated with the initial record, but now you have the flexibility to supplement it with additional documents.

Why It Matters

This update reflects our commitment to enhancing your document management experience. By expanding compatibility and simplifying multi-document handling, ApproveIT 365 empowers you to:

  • Save Time: Send a variety of documents from one central hub, reducing the need for multiple workflows.
  • Boost Efficiency: Provide clients with all necessary materials in one envelope, expediting the approval process.
  • Enhance Convenience: Streamline your workflow and client interactions, making it easier than ever to do business.

Upgrade to the latest version of ApproveIT 365 and experience the future of document management. Say goodbye to document-related bottlenecks and hello to a more efficient, versatile, and client-friendly approach. Ready to explore these new features? Get started today and witness the difference for yourself.

At idyn, we’re committed to delivering innovative solutions that empower your business. Stay tuned for more updates and enhancements as we continue to refine ApproveIT 365 to meet your evolving needs.

Below you find a demo video for ApproveIT 365:

Demo on how ApproveIT 365 works