The document control workflow, step by step
A document control workflow is the path every document follows from arrival to sign-off: uploaded to its slot, into the review queue, approved or sent back for revision — and its package moves closer to ready.
PaperTight runs the whole flow in one place, so nothing is marked done until the right person approves it. Every screen below is the real app.
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stages in one Monthly Billing Pack — Timesheet → Salary Sheet → Invoice → SOA.
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portal seats counted — client-portal users are always free.
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Featured use cases
Some of the flows teams reach for first — click into any one to see it in the live demo.
Every stop around the package
Company Vault · GulfCrew
Kept apart from monthly packages
Version history · Invoice — GulfCrew · Jul
Activity Log
Document control workflow FAQ
What is a document control workflow?
A document control workflow is the sequence a document moves through from upload to approval: it is submitted to its document slot, reviewed, then approved or rejected, and only an approved document marks its slot done. PaperTight tracks each document’s status — missing, submitted, approved, rejected, or overdue — the whole way through.
What happens when a document is rejected?
When a reviewer rejects a document or requests a revision, they can leave a comment explaining what needs to change, and the slot returns to the person responsible for a fresh upload. The rejected item surfaces in its own queue so it is not lost, and every new upload is kept as a separate version.
How does bulk approval work?
Instead of opening documents one at a time, you can select a batch in the Awaiting Review queue and approve or reject them in a single pass with bulk actions — useful when a whole monthly package arrives at once.
How do recurring document packages get created?
Auto-Gen rules — set by project, company, and checklist — open the right packages automatically on the 1st of each month, and you can also trigger one immediately with Run now.
Want to see the workflow mapped to a specific team? Explore solutions for document-heavy teams, or dig into the full product.