Document review, approval and publishing in a single flow.
Trebol organizes the path each document follows: who drafts it, who reviews it, who approves it and when it is published as the current version. With clear owners, role-based permissions and a record of every step.
For procedures, policies, contracts and any document that needs approval before it is used.
- One current versionWhat is published is what is current, and everyone knows it.
- An owner for each stageEvery document has someone who reviews it and someone who approves it.
- Every step recordedWho did what and when, with no email threads.
Approving a document should not mean chasing people.
If your procedures, policies or contracts are reviewed by email and stored in shared folders, these situations will sound familiar.
“Which one is the latest version?”
Files with “final”, “final2” and “reviewed” in the name. Each team works from a different copy and nobody knows which one counts.
A single current version.“I sent it for review and it stopped there.”
The document waits in an inbox until someone remembers to ask. Nobody can see which stage it is in or who has it.
Owner and status in plain sight.“Who approved this, and when?”
The answer is in an email thread or in someone's memory. When an audit comes, it has to be reconstructed.
A record of every step.From draft to current version, step by step.
The flow is defined by document type: a quality procedure does not have to follow the same path as a contract or an internal policy.
- 1
Draft
The author uploads the document to the repository, in the place that corresponds to its type and process.
- 2
Review
Reviewers receive the task, read the document and leave their comments as annotations on the document itself.
- 3
Approval
Owners approve in series, one after another, or in parallel, several areas at once.
- 4
Publishing
The approved document is published as the current version, available to everyone with permission to consult it.
- 5
Validity
When a document is about to expire, Trebol sends an alert on the dashboard and by email so it gets reviewed again.
Everything you find out today by asking, in plain sight.
Trebol brings the document repository and the flow that moves the documents into one platform.
Versions
Trebol versions your documents: the current one is the one the whole team consults, with no loose copies in folders or attachments.
Owners by document type
Define who drafts, who reviews and who approves each type of document.
Permissions by role and area
Each person accesses only what they need, with the scope you define.
Pending tasks
Each user sees what they have to review or approve, and you see the progress of the whole flow.
Expirations and alerts
Alerts on the dashboard and by email when a document is about to expire.
Traceability
Every action is recorded with user and date, so the evidence for an audit comes straight from the system.
One flow, different documents.
The review and approval flow adapts to the type of document and the area that needs it.
Quality and ISO 9001
Manuals, procedures and work instructions with version control and approval, as the standard requires for documented information.
Discover Trebol SGCHuman resources
Leave, vacation and salary raise requests with their approval flow, next to each person's digital file.
Discover Trebol HRPurchasing and suppliers
Supplier documentation and invoices that go through approval by several areas.
Discover Trebol SuppliersContracts and legal documents
Contracts and their annexes, with controlled expirations and natural-language queries on their content.
See AI document searchAI proposes. Your team decides.
Trebol can prepare drafts of procedures from your own documentation and answer questions about published documents. Every suggestion is recorded and approved by the person responsible.
Discover Trebol AISome of the companies that already trust Trebol
What is worth knowing before we talk.
Short answers on how the document workflow works in Trebol.
What is a document review, approval and publishing workflow?
It is the path a document follows from the moment it is drafted until it becomes available as the official version: one person writes it, others review it, an owner approves it and only then is it published. Document workflow software such as Trebol assigns each stage to its owner, controls versions and keeps a record of who performed each step and when.
Can each type of document have its own flow?
Yes. In Trebol, flows are configured by document type, each with its own stages and owners. Approvals can run in series, one after another, or in parallel, with several areas at once.
How does the team know which version is current?
Everyone consults the document in the same repository, where the published version is the current one. That avoids copies in shared folders and email attachments with different versions.
Is there a record of who reviewed and who approved?
Yes. Every action is recorded with the user and the time it was performed, so the history of reviews and approvals can be consulted in the system and used as evidence in an audit.
Does it cover the document control required by ISO 9001?
Yes. Trebol SGC is Trebol's solution for quality management systems: in addition to document control with draft, review and publishing flows, it covers training, internal audits, non-conformities and indicators. The quality management system of Southward Solutions, the company that develops Trebol, is certified to ISO 9001:2015 by TÜV Rheinland.
Who can see each document?
You define it with a security scheme based on roles and areas: each person accesses only the documents they need, with the scope that corresponds to them.
Is it only for quality documents?
No. The same flow is used for internal policies, contracts, technical documentation, employee files or any document that needs review and approval before it is put to use. Companies that use Trebol apply it to quality, HR, purchasing, foreign trade and construction project management, among other processes.
Does AI approve documents?
No. Trebol's AI can prepare drafts or detect improvement opportunities, but every suggestion is recorded and must be approved by the person responsible.
Let's put your document flow in order.
Tell us which documents are reviewed and approved in your company today and we will show you what the flow would look like in Trebol.