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Is it possible to route and approve a package or collection of documents via Flow

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My customer is a financial institution and they route, review and approve packages / collections of documents.  They process over a hundred of these packages daily via manual processes.  I can see where individual documents can be routed and approved but is it possible to route and approve a package of documents?  Additionally, this would include kicking off a workflow after all the docs have been collected.  Guidance on how to design this would be appreciated.

Thanks.

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  • jmagsam Profile Picture
    jmagsam on at
    Re: Is it possible to route and approve a package or collection of documents via Flow

    Thanks for the reply.  Today this is an entirely manual process where financial analysts are walking these packages between departments so they would like us to recommend a design / approach.  They have seperate reconciliation / balancing processes that require 2 - 4 documetns to complete and then the reconciliation and supprting documents of these processes are forwarded to the final apporver where they are assembled into one package, reviewed and approved.  Following the approval, the final package needs to be archived and one document (daily cash balance statement) is emailed to the customer.  We can certainly use a ShaePoint list to triigger the workflows and approvals.  Please let me know if you need more info or would like to discuss.

    Thanks

  • barathb Profile Picture
    barathb on at
    Re: Is it possible to route and approve a package or collection of documents via Flow
    How is the package of documents grouped? Do they have an entry in a list somewhere? If there is a folder url (where the documents that need approval are packaged) in a SP List, we can trigger an approval flow for that entry on the SP List. I need more details to help better.

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