K DocVerify — Approval workflows for Epicor Kinetic

Every approval,
provable.

Upload a document, AI fills it in, the right people approve it on their own device, and every sign-off is provable.

Epicor Authorized PartnerSingapore & PerthPOs · Invoices · Requisitions · Contracts
Edit workflow template
DocVerify workflow template editor showing approval steps, checks and step settings
Approval progress showing each step, who approved and how it was verified
Every sign-off signed and chained
The problem

Email approvals are easy to fake,
easy to lose and hard to audit.

Paper trails and forwarded emails can’t answer the questions an auditor asks.

Who approved this?

Under what authority?

Was it really them?

With DocVerify, each one has an answer you can check.

How it works

From submission to final sign-off.

1

Upload or send

Upload, forward an email, or send it straight from Epicor.

2

AI fills it in

Supplier, dates, totals and line items. Your team confirms.

3

The right people approve

Routed by your rules, approved on their own device.

4

Every sign-off is proven

Signed, chained and checkable by QR code.

01Approval workflow

Build the workflow once. Every document follows it.

  • Steps, approvers (people or roles), authority limits and SLAs, set in a diagram editor with no code changes
  • Clear progress: who has approved, who is next, and each step’s deadline
  • Automatic reminders, escalation to the approver’s manager, and delegation when away
  • Reject with a reason; the requester fixes it and resubmits
Workflow template editor in DocVerify
02Smart routing

The right approvers, every time, decided by your rules.

Steps switch on automatically by value, department, document type or vendor. Admins change the rules any time; approvals already running are not affected.

  • Authority limits per step and per person
  • Requesters can’t approve their own documents
  • A simulator shows which steps will run before you save
Example · AUD
  1. Under 5,000Manager
  2. From 5,000+ Finance
  3. From 25,000+ Director
  4. From 100,000+ VP
  5. From 500,000+ CFO

Each level adds one approver. People still decide; the system decides who.

03AI document intake

Stop re-typing documents. AI fills it in, your team confirms.

Upload, forward an email, or let the document arrive from Epicor. AI and OCR read PDFs, scans or photos and fill in the supplier, document number, dates, totals and line items.

  • Every field shows where on the page its value came from
  • Anything uncertain goes to a Needs Review queue: correct, don’t re-type
  • Document type recognised; duplicate invoices flagged before an approver sees them
A purchase order read by DocVerify AI, with extracted fields beside the document
04Verified on their own device

Security matched to the value.

Above a set value, approving or rejecting needs a passkey, so a stolen login is not enough. Thresholds are set per organisation, per template and per step.

Small amountsOne click from a secure, single-use email link.
Higher amountsA passkey: fingerprint, face or device PIN.
The largest amountsA fresh passkey check tied to that document, amount and decision.
The approve or reject panel, noting that larger amounts ask the device to confirm it's you
05Proof that can’t be faked

Approvals you can prove.

  • Every decision is signed and chained to the one before it; any change to the history is detected
  • Approved documents are certified, and later changes raise an alert
  • Anyone can scan the QR code on a document to check it is genuine, with no login
An approval history showing each recorded event
06Two-way with Epicor Kinetic

Your ERP and your approvals, always in sync.

PO, requisition and vendor data come from Epicor. Approval results and signed documents go back. No double entry.

  • PO approval status written back to Epicor
  • Rejected requisitions return to the requester, with the reason
  • Official PO and requisition printouts; signed documents attached to the ERP record
  • Several Epicor companies in one system
Also included

Built for the way approvals really happen.

Approve from anywhereWeb, mobile app and single-use email links.
Separation of dutiesRequesters can’t approve their own documents.
Personal approval authorityLimits per user and document type, with dates.
DelegationHand cover to a colleague for a set period.
Multi-currencyConverted at submission, with the rate locked in.
External reviewersOutside parties take part without a full account.
Template versionsChange a workflow; running approvals finish on the old one.
Roles & security groupsAccess enforced on the server, not just hidden.
Who it’s for

One platform, every person in the chain.

For organisations still approving by email, paper or manual signatures, especially those running Epicor Kinetic.

Purchasing & admin

AI fills in the data from the document, and approval status is clear. No chasing by email.

Approvers & managers

Approve from a phone or an email link; a passkey only for larger amounts.

Finance

Routing by value, authority limits, duplicate invoices caught and multi-currency.

Management & owners

No fake approvals, plus automatic reminders and escalation so nothing stalls.

Auditors & compliance

A tamper-evident audit trail, separation of duties and QR verification.

IT

Two-way with Epicor, server-side access control and passkeys (WebAuthn).

Brochure

Take the details with you.

Download the two-page K DocVerify brochure (PDF). Enter your work email and the download starts straight away.

Preview of both pages of the K DocVerify brochure

We’ll only use your email to follow up about K DocVerify.

Start with DocVerify

See DocVerify on your own approval workflow.

Talk to our team about routing your POs, invoices and requisitions through DocVerify.