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