Automated document workflows

 

Overview

Document workflows provide a flexible way of circulating files within an organization while meeting fixed approval and process guidelines.

 

 

Example of notification triggered by workflow

 

Rules

Rules can be set up to ensure that approval must be given by specific users before documents can be moved to the next stage in the workflow process. Alternatively, the workflow may be configured to move documents after a set period of time (eg. after xx minutes/hours/day/weeks/months/year), at periodic times (eg. at hh:mm every xx minutes/hours/working days/days/weeks/months/quarter/years), or at an exact time.

 

For example, if a user submits an expenses form, it may have to be approved by a manager before the finance department is notified that the employee can be paid.

 

To ensure process efficiency, each time individual users access the Claromentis Document Manager application, documents awaiting their approval are clearly displayed. Reports also provide up-to-date summaries of document activity within specific workflows.

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Key Features

• Overview
• Customizable metadata
• Record manager
• Scanning and routing
• Image Management
• Import tools
• Markers
• Document Linking
• Security
• Backup tool
• Automatic disposal management
• Reporting
• Customizable rights
• Clipboard
• Check-in/check-out
• Version control & revision history
• Automated document workflows
• Document Scanning and routing
• Searching
• Bookmarks
• Download cart

 

Datasheet