Creating Expense Report Workflow with Google Docs

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Creating Expense Report Workflow from Google Docs made easy with Collavate. Collavate is fully integrated with Google Drive and provides a host of features that promote collaboration and allow effective document management with document ownership control. tagging, real time collaboration, electronic approval for workflow, and document security.

Transcript of Creating Expense Report Workflow with Google Docs

Page 1: Creating Expense Report Workflow with Google Docs

Creating Expense Report Workflowwith Google Drive/Docs

Submit Expense Report

ApproveExpense Report

Payment

DenyExpense Report

Approve/Deny Expense Report

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➔ Design workflow within Two Steps➔ Use Google Documents as Workflow Template➔ Add workflow recipients while editing the document➔ Workflow recipients can be your google apps users or outside members with

email id. ➔ Add Tags to categorize workflow document➔ Add accounting department as CC or Group CC to process the payment after

approval➔ Enforce document permission/ownership changes before and after approval.

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TECHNICAL HIGHLIGHTS

http://www.collavate.com
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