Make the request understandable
Users should know which document is required, accepted formats, size limits, due date, naming or metadata expectations, privacy context, and the next review step.
Control the file lifecycle
Validate type and size, scan where appropriate, restrict access, use protected storage and links, track versions, and define retention and deletion based on organizational requirements.
Connect review and status
Receiving a file is not the end. Reviewers need queues, comments, accept or return actions, missing-item visibility, notifications, and an audit trail of decisions.
Integrate responsibly
APIs, webhooks, and storage connections can route approved documents into case, customer, or back-office systems. Define ownership and failure handling so files are not silently lost.
Questions to bring to discovery
- Which users and decisions depend on this workflow?
- Where does information originate, and which system owns it?
- Which exceptions, corrections, and approvals must be supported?
- How will the organization measure a successful result?
Related guides and solutions
How Simor Soft can help
Simor Soft can assess the current process, configure or customize Simor ERP and our other product foundations, build a dedicated application, connect existing systems, migrate data, and support the solution after launch. The recommended path depends on operational value, risk, timeline, and long-term ownership.