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3Hi all,
I'm new to power automate and have been learning what the best approach for the following document approval process is.
1. Office compiles a set of documents (invoice, purchase order, goods receipt) for approval
2. Manager approves and sends off to Director for approval
3. Director will then digitally sign, save in a different folder and approve the file and send back to Office for safekeeping records
4. Office will need to print out signed set of documents for audit purposes and save the different documents to different folders
The approach I've taken are:
1. Created 4 folders: To be reviewed by Manager, To be approved by Director, Files Approved, Files Rejected
2. Office compiles set of documents and put into folder: To be reviewed by Manager, and then select them all and click Approve
3. The Manager receives notifications in their inbox and then subsequently check and approve the documents
4. This will activate the flow and send the documents to the folder: To be approved by Director
5. Director receives approval request in his mailbox and then digitally sign into a different sharepoint folder and approve the files
6. Files get sent to folder: Files Approved
7. Office will need print the copies out (signed copies)
8. Office will separate the files and save in different location for soft-copy
I've used 2 flows consisting of
- Start an approval for new file to move it to a different folder
Is there a simpler way of achieving this? From my understanding, there's no way to digitally sign an existing file on sharepoint and overwrite the file - at the moment, it saves the file as a new file which defeats the purpose on top. As I've tested, the created by, approved by manager, gets overwritten by the manager which makes it difficult to trace who created the file in the first place.
Is there also a way to somehow attach a file indicating:
Created by/Time
Approved by/Time
Signed by/Time
I'm open to any suggestions - would greatly appreciate this 🙂
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