Are you looking for a means to efficiently manage your business processes?

Are your business workflows rigid, or fluid and dynamic, and do you need to automate these workflows?

Do decisions during your workflow determined who should be assigned the next task?

The Workflow features can handle the spectrum of rigid to dynamic workflows. A workflow task can be configured to involve a person or group of people under any combination of the following circumstances:

  • Assignment to a task every time
  • Selection in a drop-down list on the form or document custom field
  • A business rules determine who is assigned
  • A task is assigned on the fly because of extraneous circumstances
  • A person with appropriate rights inserts a task into the active workflow

Interested In E-Document Management?

Manage Actions

Workflows are made up of tasks. These tasks give employees a clear knowledge of work they need to complete. Every time a task is assigned, the user is notified via email. The task description is included with each notification. Add intelligence into the task description to help workers make decisions as soon as they receive the notification. Process owners can oversee all that is going on from workflow reports, dashboards, and user task lists.


Record Approvals

Utilize approval tasks to record when an individual or team have given their support to the results of a business process. Keep the process moving by routing the workflow back to a previous task if an approval cannot be supported.

Escalate and Notify

Many times, part of an efficient organization is the consistency of keeping the right people in the loop and completing action in a timely manner. Tasks can notify other people when a task is completed, or an approval task is rejected. Escalation notifications can flag the right people to take action, so that customer requests or other actions are not missed.