Egnyte’s Review and Approval Workflows provide a structured, repeatable, and fully auditable way to manage document lifecycles, whether you need a simple two-step review or a complex multi-stage approval process.
From ensuring compliance in regulated industries to simply speeding up document sign-offs across teams, workflows reduce manual effort and provide clear audit trails.
Get started on creating a workflow on a file here.
To help you get the most out of this feature, we’ve compiled links to three essential guides that cover automation, consistency, and specialized use cases:
1. Workflow Templates Overview
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Summary: This guide shows you how to establish repeatable and consistent review processes using reusable templates. Instead of building a workflow from scratch every time, you can pre-define step types (To Do, Review, Approval), assignees, due date rules, and access permissions. Templates ensure that complex, repetitive processes follow the same reliable steps across your organization.
2. Workflow Triggers
Learn how to automate the initiation of your workflows. Workflow Triggers allow you to set conditions—like a file being added to a specific folder, certain metadata being applied to a document, or a document being signed—that automatically start a template-based workflow. This functionality eliminates the manual step of starting the process, saving time and ensuring immediate compliance with your organizational policies.
3. Review and Approval Workflows for Life Science GxP Plans
For regulated industries like Life Sciences, this guide details the advanced features that ensure 21 CFR Part 11 and GxP compliance. Key capabilities include the option to require digital signatures from approvers, mandatory capture of a "Reason for Change," permanent retention of audit trails, and automatic generation of a PDF rendition of the approved document.