Often business documents need to be reviewed by multiple people before they can be accepted and the process can move forwards. When handoffs are handled via email attachments or paper printouts, it quickly becomes difficult to track who’s looking at what.
With Composer, you can create a workflow that allows you to track a document review process involving multiple people, as well as notify people when their input is needed.
We start by creating “Documents to Review” custom resource in Composer. We then add the Files feature, so we have a place to upload the documents that need to be checked. If the documents are hosted elsewhere, we can also utilize the External Links module to link them.
Then, we add Tasks to each set of documents to review. We create an automation that notifies the appropriate people when there is a new set of documents to review. Tasks are also created for the reviewers, so progress can be monitored.
Finally, by adding the Comments feature, unclarities and remarks can be handled within the context of the document set instead of via email or other channels.