What happens in this step?   Methods
       

Documents and their related index information are stored within a client's secure database complete with DocWorks™ advanced workflow management capabilities. This gives an organization the ability to control the flow of information throughout the enterprise (including outside of your organization to both clients and vendors) and model any work process you can envision.

By utilizing DocWorks™ workflow you can automate standard and exception processes by routing documents to predefined, organized "work baskets". DocWorks™ neatly queues work to individuals and provides them with the documents necessary to make decisions and complete tasks more efficiently.

With DocWorks™ staff and external associates will never again have to go through additional steps to acquire additional resources or information to complete work tasks. This technology can be leveraged as an amazing cost savings tool.

 

     
  • Define workflow process
  • Define exception process
  • Setup workflow queues
  • Setup user roles
  • Setup workflow rules
  • Setup filtering rules
  • Setup email notification
  • Enable workflow by DocType
       
       
 

 

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