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Document Workflow in Claromentis 5.6

Document Workflow is one of the key modules of Claromentis Document Management System

There are three basic terminologies in Document Workflow:

Category: It is a grouping mechanism for Workflow. Permissions are set default through Category

Workflow: A Document Workflow containing set of States

State: State of Document, for instance “Draft, Initial Review, Revision, Ready to Publish, etc”

Each State has one “Action” and one “Transition

Action: Here we are able to specify what action is to be taken on the document at certain State of the Workflow. There are following actions we can select from: “None, Feedback Request, Move to a designated Folder and Send Email”

Transition: Here we are able to specify what type of transition is to be carried out at certain State of the Workflow. There are following transitions we can select from: “Not Auto (Manual), Auto:Based on Approval (On All Approve, On One Approve) and Auto:Time Based(On Time Elapse, On Date/Time)”

By using Document Workflow, you don’t need to worry about manually chasing each user to look at the document and give there feedback or approve it, it’s all done for you :)

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