MS Approvals: Review and Approve Word Documents Directly in Admation

Admation’s MS Word Approvals feature takes the complexity out of reviewing and approving Microsoft Word documents. Now, you can review, comment, and make changes directly within Admation, without the need to  leave the platform to download, edit, or re-upload files. With integrated version control and an automatic audit trail, Admation simplifies document approvals, ensuring compliance and consistency across your marketing process.

MS Word Approvals, powered by Microsoft’s WOPI (Web Application Open Platform Interface), allows users to review, mark up, and approve Word documents within the Admation platform. This functionality eliminates the need for downloading and re-uploading files during the review process. All changes, comments, and approvals happen in-app, maintaining complete version control and a clear audit trail to support compliance.

 

• In-App Word Document Editing: Review and edit MS Word documents directly within Admation, without the need to download files.
• Real-Time Collaboration: Multiple stakeholders can collaborate on the same document, providing comments and feedback in real time.
• Version Control: Admation automatically tracks all changes and feedback, ensuring each version is saved and documented for future reference.
• Audit Trail: Each document’s approval history is logged, offering complete transparency and compliance tracking.
• Change Report: Track all comments, changes, and approvals in a consolidated change report to ensure accountability.

• Faster Document Approval Workflow: Eliminate the need for downloading and re-uploading Word documents, speeding up the approval process.
• Reduced Errors: Prevent mistakes like uploading the wrong version or outdated files, ensuring only the most current version is approved.
• Compliance and Transparency: Maintain a complete audit trail for each document, ensuring compliance with industry regulations and internal policies.
• Improved Collaboration: Enable team members to collaborate on documents in real time, adding comments, suggestions, and changes without leaving the platform.
• Seamless Workflow: Stay on track with automated reminders, deadlines, and the ability to view changes as they happen.

1. Upload Word Documents: Users can upload Word documents into Admation and send them for review to multiple stakeholders in a predefined approval pathway.
2. In-App Editing: Reviewers can open the Word document directly within Admation and make comments, suggestions, or changes in real time, without downloading the document.
3. Collaborate in Real Time: Multiple reviewers can collaborate on the document simultaneously, adding their feedback, marking up content, and tracking changes.
4. Approve or Request Changes: Once all feedback is consolidated, reviewers can either approve the document or request further changes, all while staying within Admation.
5. Track Version History: Admation automatically saves each version of the document, capturing every change and comment for future reference.
6. Audit Trail and Change Report: Every action, from comments to approvals, is logged in an audit trail and change report, ensuring full transparency and compliance.
7. Final Approval: Once all necessary changes are made and approvals received, the final version is saved within Admation for future reference.

• Financial Services: Approve product disclosure statements and other regulatory documents, ensuring every change is tracked and compliant with industry standards.
• Insurance: Review complex policy documents with multiple stakeholders, maintaining a clear audit trail for legal and regulatory purposes.
• Product Documentation: Ensure product descriptions, terms, and conditions are thoroughly reviewed and approved for distribution, both in print and digital formats.
• Marketing and Legal Collaboration: Streamline collaboration between marketing and legal teams on marketing materials, contracts, and policy documents.

• Time-Consuming Document Reviews: The ability to edit and approve MS Word documents directly within Admation removes the need for lengthy download/upload processes, speeding up the entire approval workflow.
• Version Control Issues: Admation ensures that only the most current version of a document is reviewed and approved, eliminating confusion over which version is the final one.
• Compliance Risks: With an automatic audit trail, every step of the approval process is recorded, making it easier to meet regulatory compliance requirements.
• Collaboration Bottlenecks: Reviewers can collaborate in real time on the same document, adding comments and making changes instantly, improving communication and reducing delays.

Admation’s MS Word Approvals feature simplifies the way teams review and approve Microsoft Word documents. By allowing in-app editing, version tracking, and real-time collaboration, this feature reduces errors, speeds up the approval process, and ensures compliance. With its seamless integration, businesses in regulated industries like finance, insurance, and pharmaceuticals can ensure that every document is properly reviewed, approved, and compliant with industry standards.