A visual workflow designer built into the platform. Configure sequential, parallel, or conditional approval routing for any template. Every action logged with a timestamp. Every version gated until the workflow completes.
Most document generation platforms treat approval as something that happens outside the system. The result is governance that lives in someone's inbox: informal, untracked, and invisible to a regulator. When a compliance question arises about which version of a form was live on a specific date, or who approved the most recent change, the answer requires searching email threads. That is not a defensible record.
Templx treats approval as a platform requirement, not an external process. Every template enters a workflow before it can go live. Every action in that workflow is logged. The audit trail is produced automatically as a byproduct of the approval process, not as a separate documentation step.
The approval workflow separates a submitted template from an active one. It sits between the Word add-in and the generation API. No template that has not completed its assigned workflow can produce a document. The audit trail the workflow produces is the record that demonstrates a governed process was followed.
We will walk through the workflow designer with your approval process in mind.