{"id":42088,"date":"2024-09-16T13:09:13","date_gmt":"2024-09-16T11:09:13","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=42088"},"modified":"2026-02-04T12:52:10","modified_gmt":"2026-02-04T11:52:10","slug":"simplifique-y-automatice-de-forma-segura-el-proceso-de-aprobacion-con-los-flujos-de-trabajo-personalizables-de-investglass","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/es\/simplify-secure-automate-approval-process-with-investglass-customizable-workflows\/","title":{"rendered":"Crear un proceso de aprobaci\u00f3n"},"content":{"rendered":"<h1>Create an approval process<\/h1>\n<div>\n<p>With InvestGlass approval process create a systematic approach ensures that decisions are made in a transparent and accountable manner, contributing to streamlined workflows and enhanced efficiency.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Start today<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/getty-images-o2d5VZo4tJQ-unsplash-scaled.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/CleanShot-2024-11-10-at-15.16.15@2x.png\" alt=\"Digital on-boarding\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/investglass-approvalprocess-fastactions.png\" alt=\"Loan simulator for retail bank\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/05\/swissbern.jpg\" alt=\"Switzerland Sovereignty first\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-82.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/sumsub.png\" alt=\"sumsub\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/arab-bank-switzerland.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/credit-agricole-nextbank-50.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/open-geneva.png\" alt=\"open-geneva\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/al.png\" alt=\"open-geneva\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/aeon-investments.png\" alt=\"Aeon Investments\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Conduit-50.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/KAUST.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<\/ul>\n<h2>How to create an approval process?<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/InvestGlass-approver.png\" alt=\"InvestGlass Approvers Group\"><\/p>\n<h2>Create your approvers&#8217; groups<\/h2>\n<p>Step 1 <\/p>\n<div>\n<p>Set up a group of designated approvers who will review and make decisions on submitted tasks or documents, ensuring the right people are involved for faster and more accurate decision-making.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/InvestGlass-approvalrule.png\" alt=\"InvestGlass Approval Rule\"><\/p>\n<h2>Create your approval rules<\/h2>\n<p>Step 2<\/p>\n<div>\n<p>Define specific rules and conditions that determine when and how approvals will occur within the workflow, helping to standardise processes and maintain compliance across all reviews.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/InvestGlass-approvalprocess-one.png\" alt=\"InvestGlass Approval Vote\"><\/p>\n<h2>Approve, Reject, ask for changes<\/h2>\n<p>Step 3<\/p>\n<div>\n<p>Allow approvers to finalise their decisions by approving, rejecting, or requesting modifications, streamlining the workflow and improving the quality of outcomes by incorporating feedback at critical stages.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<h2>Learn More<\/h2>\n<p><iframe src=\"https:\/\/youtu.be\/LGY07grDPLE?si=k0THd_6PZqYAkBPZ\"><\/iframe><\/p>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/InvestGlass-approvalprocessresult.png\" alt=\"\"><\/p>\n<h3> Give approval instantly<\/h3>\n<p><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/sales-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"Approval Process\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5884\">Approval Process<\/a><\/p>\n<div>\n<p>The InvestGlass Approval Process dashboard provides a centralized, real-time view of all approval stages, enabling teams to monitor, manage, and expedite approvals efficiently by consolidating tasks, decisions, and feedback into one accessible platform.<\/p>\n<\/div>\n<p><a href=\"\/book-a-meeting\/\">Start today<\/a><\/p>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel.png\" alt=\"InvestGlass Approval Chain\"><\/p>\n<h3>Series and parallel process<\/h3>\n<p>Approval Process<\/p>\n<div>\n<p>The InvestGlass Approval Chain supports both series and parallel approval processes, allowing for flexible workflow management. In a <strong>series approval<\/strong>, approvals follow a sequential path where each stage must be completed before moving to the next, ensuring thorough review at every step. In contrast, <strong>parallel approval<\/strong> enables multiple approvers to review documents simultaneously, speeding up decisions by allowing feedback from various stakeholders at once. This versatility allows businesses to adapt their approval processes according to specific needs, enhancing both efficiency and control.<\/p>\n<\/div>\n<p><a href=\"\/book-a-meeting\/\">Book a meeting<\/a><\/p>\n<\/div>\n<h2>Discover more products<\/h2>\n<ul>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/digital-onboarding\/\">Digital onboarding<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/collect-information-with-form\/\">Collect information with a form<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/collaborative-portal\/\">Customer portal<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/manage-portfolios\/\">Portfolio Management<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/add-an-appointment\/\">Add an appointment <\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- 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Left\",\"type\":\"panel\",\"props\":{\"block_align\":\"center\",\"content\":\"\n\n<p>The InvestGlass approval process dashboard provides a centralized, real-time view of all approval stages, enabling teams to monitor, manage, and expedite approvals efficiently by consolidating tasks, decisions, and feedback into one accessible platform.<\/p>\n\n\",\"content_column_breakpoint\":\"m\",\"content_margin\":\"small\",\"image\":\"wp-content\/uploads\/2024\/11\/InvestGlass-approvalprocessresult.png\",\"image_align\":\"left\",\"image_expand\":true,\"image_grid_breakpoint\":\"s\",\"image_grid_width\":\"2-5\",\"image_height\":\"1280\",\"image_svg_color\":\"emphasis\",\"image_vertical_align\":true,\"image_width\":\"960\",\"link\":\"book-a-meeting\/\",\"link_margin\":\"medium\",\"link_style\":\"primary\",\"link_text\":\"Start today\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"meta\":\"Approval Process\",\"meta_align\":\"above-title\",\"meta_element\":\"div\",\"meta_margin\":\"small\",\"meta_style\":\"text-meta\",\"panel_image_no_padding\":true,\"panel_padding\":\"default\",\"panel_style\":\"card-default\",\"title\":\" Give approval instantly\",\"title_align\":\"top\",\"title_element\":\"h3\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\",\"title_margin\":\"small\"}}]}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"name\":\"Panel Image Right\",\"type\":\"panel\",\"props\":{\"block_align\":\"center\",\"content\":\"\n\n<p>The InvestGlass Approval Chain supports both series and 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Start today How to create an approval process? Create your approvers&#8217; groups Step 1 Set up a group of designated approvers who will review and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-42088","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Create an approval process | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn how to create an approval process to enhance efficiency and ensure transparency in decision-making within your organisation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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