Workflow Module

Document Manager Workflow provides any organization with easy, flexible and integrated workflow solutions that result in improved productivity, accountability and compliance, as well as adding structure and efficiency to all processes.

Features :

• Support distributed workflow using web browsers or Document Manager client.

• Control which Users or Groups of Users can perform a workflow action, for example, to approve an invoice over a certain value.

• Notify the next person to perform a workflow action using an email or running Saved Searches using Document Manager or a web browser.

• Use email URL references to notify the next person a workflow action is required.

• Report on the status of a workflow at all time using Document Manager's Auditing to provide real-time updates where each document is within a workflow process.

• Capture information from staff when they perform a workflow action.

• Stamp documents automatically during a workflow process.

• Automatically update back office systems as part of a workflow process.

Business Benefits :

• Removes traditional paper chase while ensuring the appropriate people receive documents instantly.

• No need to install remote software, upgrade your existing IT infrastructure or networks. Document Manager manages the workflow process centrally while the Web module provides remote workflow access using standard web browsers.

• Workflow prevents the loss of documents and gives you complete control over your business processes.

• Avoids your network being saturated by emailing/documents. A reference to a document is typically only 3KB in size. Removes the need to photocopy, distribute and store copies thereby improving document security.

• Maintain constant visibility on each documents' status within a workflow. For example 'All invoices that are 20 days old and still awaiting to be approved'.

• Ensures you maintain instant access to documents' workflow history and current status. For example, Accounts Payable can check whether an invoice has been approved while on the phone with a supplier or whom the workflow is currently waiting on.

• Ensures information you require is consistently provided, in the format required, when required. For example, obtain an approvers budget code when an invoice is approved.

• Secures quick system acceptance by mimicking paper processes, for example stamp invoices when approved or rejected.

• Allows you to restrict access to the Document's audit trail and also speeds up information dissemination by presenting a workflow status to a user.