FORMATION01
Document workflows and approvals
The document moves along with the process: from template and approval to signature and execution.
Discuss your needsDOCUMENT IN THE PROCESSZOYD / SCENARIO
Template → Confirmation → Signature
Participants and statuses are linked to the desired transaction
Data and template
AIM AND APPROACHConnect what
Connect what
works together.
A request, report or contract should remain connected to the operation that created it. ZOYD templates use entity data, while the process defines participants, approval sequences and next actions. This preserves the context of decisions and the document's history.
We start with your operations, reference data and working rules. Then we identify the platform configuration, integrations and implementation steps your process requires.
SOLUTION COMPONENTSTools for
Tools for
your workflow.
ROUTE02
Sequential and parallel approvals
CONTROL03
Status and deadline tracking
SIGNING04
Electronic signatures within an agreed setup
CONTEXT05
Documents linked to orders, jobs or assets
STORAGE AND EXCHANGE06
Storage, search and external document exchange
FUNCTIONAL SCENARIOKeep the contract
Keep the contract
connected to the order
See how functions come together in a single workflow, from the first event to the output.
01Approval connects
the participants02The status shows
the next step03Signing and exchange
within an agreed setup
1:08 · English narration · SubtitlesEND-TO-END WORKFLOWFrom the first event
From the first event
to a clear result.
Every step keeps in touch
with participants, data and documents.
- 01
Data and template
- 02
Review and approval
- 03
Signing
- 04
Execution and storage
BEFORE THE FIRST CONVERSATION
Frequently asked questions.
Can the existing EDI system be maintained?
Yes, it is possible to integrate with the existing document flow. It is necessary to determine where the document is created, where it is signed and which system is the source of its final status.
How is the solution priced?
Pricing depends on the processes, scale, integrations, data, equipment and launch conditions. A short enquiry helps us start the assessment. The team will prepare an estimate or contact you for further details.
Can we keep our existing business systems?
Yes, integration is considered during design. We establish the system, version, available interfaces, exchange direction and required data to define the actual integration scope.
Related solutions.
01
CRM and customer service
Keep contacts, conversations, tasks and documents with the customer. Preserve a shared interaction history.
View solution02
HR and employee portal
Employees, tasks, documents and accesses – all in one place. Organize clear HR processes.
View solution03
Service Desk
Give each enquiry an owner and a next step. Track the completion of service tasks.
View solution A SIMPLE FIRST STEP
Let's discuss your workflow.
Tell us what you want to improve. Together, we will define the initial scope, required data and solution components.
Discuss a solutionA short enquiry. A focused conversation.