Document Approval Status and Role Matrix
Editable app-neutral approval matrix. Not e-sign. Not a tracker. Payment stays outside.
The Document Approval Status and Role Matrix is an editable workbook for app-neutral document approval. It is not a marketplace template, not an e-sign kit, and not a tracker.
A named person still approves, rejects, or requests changes. Comments and reactions are not the evidence log. Payment and supplier bank-detail changes stay outside.
What you get
- An editable workbook covering the field list, closed statuses, roles and authority, sequential versus parallel routing, reminders and escalation, decision-log fields, version lock, downstream contract, exceptions, security and retention questions, seven fictional cases, KPIs, proof gates, rollout, and a decision record
- CSV companions for fields, statuses, roles, exceptions, and cases
- Seven Cedar & Quay procedure cases. They do not measure OCR
Anonymous approval is rejected. High-confidence extraction does not auto-release. Timeout escalates or cancels; it does not approve. Retention questions are not a compliance certificate.
How to start
- Open the workbook Instructions sheet.
- Fill RolesAuthority and the routing rule.
- Walk Case01 through Case07.
- Read the paired guide: Document Approval Workflow.
If reviewers, authority, or the downstream action are still unclear, start with an AI Success Audit. If they are named, book a fit call to scope an AI Automation Systems build.