Define what moves through the process
Distinguish document types, their metadata and the evidence required for review. Folio’s guided deposit illustrates collecting this information before submission.
Shape SharePoint document management around reviews
Documents, metadata, versions and responsibilities: questions to clarify before building.
Questions to examine
Define responsibilities
For each stage, define who can author, review, request corrections and view the approved version. Hiding an interface button is not a server permission.
Keep useful states
A correction and an approved version represent different stages. The demo keeps version snapshots to make that distinction visible.
Plan for exceptions
Missing evidence, correction requests and restricted access: review these journeys with teams before automating notifications and transfers.
BUILD WHAT COMES NEXT
Discuss your needs
An initial conversation to understand your workflow, constraints and a useful next step.