Document workflow software

Document workflows for client review, approval and signing.

Create or import a document, send the right version for feedback, make a clear decision, collect signatures and keep the complete record in the client project.

Create a free workspace Beta

What is a document workflow?

Give every file a clear next step.

A document workflow is the process a file follows from first draft to completed record. For client work, that often includes creating or importing a document, internal review, client feedback, revision, approval, signature and storage. The problem is not usually that any one of those steps is difficult. It is that they happen in separate tools, inboxes and folders, leaving the team to work out which version is current and what a client actually agreed to.

EveryTask keeps the file at the center of that process. A project can hold the source PDF or template document, its comments, revisions, review activity and signed outcome together. This is useful for agencies and service teams that need a dependable record for each client without turning every document into a separate project-management exercise.

Choose a workflow

Start with the decision the document needs next.

Client review workflow

Share a document for client review, collect comments and keep every revision in one workspace.

Client approval workflow

Request client approval, manage feedback and preserve the document history in one workspace.

Proposal workflow

Create, review, share, revise and sign client proposals in one document workspace.

Contract review workflow

Annotate contract PDFs, collect review comments and preserve every revision before signing.

Contract signing workflow

Prepare a contract, request signatures and keep the signing status and audit trail with the final document.

Document approval workflow

Assign document work, set due dates, collect feedback and keep approval progress with the document.

Review, approval or signature?

They answer different questions, so they should stay distinct.

Client document review

Use review when the file is still open to comments and changes. A client can react to a proposal, proof, report or scope before the document becomes final.

Client or internal approval

Use approval when someone needs to make a visible decision on the version in front of them. Approval answers whether the team can proceed, revise or pause.

Contract signing

Use signature when the terms are settled and the exact document needs formal completion. The signing request and final record stay with the project.

Why use a document workflow?

A shared folder stores the file. It does not explain the decision.

The client receives the selected document, rather than a guess among attachments with similar names.
A revision becomes a visible document version instead of silently replacing the draft reviewers saw.
Feedback, approval, signature status and the final file remain discoverable when the account owner or client contact changes.

Common document workflows

Built for the documents that turn work into a commitment.

Proposal workflow

Create a proposal from a template, review it internally, send the current version to the client, record any scope changes and request signature only when the commercial document is settled.

Contract review and signing

Annotate and discuss a contract before execution. Once the parties agree the language, send that exact final version for signature and retain its history beside the client project.

Client proof and approval

Share a design proof, campaign plan or report for feedback, save the revision, then ask for an explicit approval when the work reaches its decision point.

Questions, answered

Document workflow FAQs.

What is document workflow software?

Document workflow software keeps the file and the work around it together, including review, approval, signature requests, versions and the final record. It helps a team see what needs to happen next without losing the earlier context.

What is the difference between document review and document approval?

Document review is for feedback and revisions while the work is still open to change. Document approval is a clear decision on a version that is ready to stand behind. A document can move from review to approval when its comments have been resolved.

Can clients review a document without creating an account?

Yes. EveryTask client review links let a client open the selected document and respond without joining the workspace that holds the team’s client projects.

Can I send a reviewed document for signature?

Yes. Once review is complete, the team can prepare the agreed version and continue from the same document record into its signature step.

Can a document workflow keep old versions?

Yes. Saving a later revision keeps the earlier version in the document history, so the team can see what changed and return to prior context when needed.

Start the workflow

Keep the next document from becoming another email thread.

Create a free workspace with one client project and no card required.

Create a free workspace Beta