Document Review, Approve &
Publish
The Problem
Document approvals are broken in most organizations. Critical
proposals, contracts, and specs get buried in inboxes. Reviewers forward
to the wrong person. Versions multiply. Nobody knows which document is
current or who has it. When leadership asks “where does this stand?” the
answer requires a round of phone calls and inbox searches.
In regulated industries — legal, government contracting, construction
— a missed approval isn’t just inconvenient, it’s a compliance
violation.
What I Build
A complete document review and approval system built entirely on
Microsoft 365. Upload documents, define validation criteria, build
multi-tier approval chains, and monitor everything from a live
dashboard. No third-party tools. No coding required from your team.
How It Works
- Upload Files — Upload a CSV of file URLs or add a
single document directly. The SPFx app handles bulk and individual
submissions from one interface. - Set Criteria — Select what reviewers should
validate: pricing accuracy, technical specs, legal compliance, or custom
criteria defined for your workflow. - Build Approval Chain — Define multi-tier approval
cycles. Tier 1 reviewers, tier 2 reviewers, final approver. Each tier
completes before the next begins. - Monitor Dashboard — Track every review in real time
from a preconfigured SharePoint dashboard. Weekly status updates with
percent complete and best/worst by category.
Technology Stack
- SharePoint — Document storage, metadata, and the
SPFx web part interface - Power Automate — Approval routing, notifications,
escalation logic - SPFx — Custom web part for the submission and
dashboard interface - Microsoft Purview — Optional integration for
sensitivity labels and compliance tracking
Architectural Approach
The system is designed as a state machine: each document has a
defined lifecycle (submitted → in review → approved/rejected →
published) with transitions governed by Power Automate flows. The
approval chain is configurable per document type, and the dashboard is a
real-time view of the SharePoint list with calculated status fields.
Everything lives in your tenant — no external dependencies.