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
Thanks for the description – very useful.