Modern document management with integrated workflows

Modern document management with integrated workflows

Since the advent of classic workflows, SharePoint and Microsoft 365 apps have evolved to provide engaging, flexible and higher-performance experiences. Modern experiences in SharePoint integrated with Docubird promote document security, and improve employee productivity and collaboration. The integration of Microsoft Power Automate in Docubird helps users and businesses receive notifications, collect data, and streamline and automate approval processes through automated workflows. This allows, for example:
  • Initiate approval for a purchase order or quotation, for example, when a new file is added to a library from Docubird.
  • Send an e-mail when a new item in a list is created.

Modern approvals with Docubird workflow

Approvals are the most common workflow scenario when it comes to automating business processes in SharePoint. Approvals can be streamlined for data in SharePoint, Dynamics 365, forms, SQL, and so on. You can create approvals in your workflow and display sent and received requests in a unified action center. With Power Automate approvals, users can customize flows and create approvals for the following types:
  • Single approvals
  • Sequential approvals
  • Parallel approvals
SharePoint approvals, such as page approvals, document approvals and approvals for hub couplings, are all integrated and powered by Power Automate flows, giving users the convenience of easily executing the business process for each of the approval scenarios.