by Brad Vossler | Mar 12, 2019 | Feature, Workflow
Workflow Processes Having a long list of triggers can seem overwhelming. Even if they are simple in and of themselves, just the shear number of them can look intimidating. With our new Workflow Processes you can groups triggers together into more manageable groups so...
by Brad Vossler | Feb 5, 2019 | Feature, Workflow
Workflow Filtered Assignments Assigning a workflow item to a user is typically very simple. Just select the user from the list and now every time that trigger is activated the item is assigned to that user. Or maybe you want to have a team of users work on the item....
by Brad Vossler | Jan 31, 2019 | Feature, Workflow
Workflow Expectations All sorts of processes require monitoring. When data is in the system it is fairly easy to monitor. For instance, we can monitor individual work triggers to ensure that items are not sitting at one step too long. We can monitor the number of...
by Brad Vossler | Nov 12, 2018 | Feature, Integration, Workflow
Workflow Approvals via Email Let’s face it. No matter how simple we make a system for workflow approvals, there are some users who just don’t want to log into any system to do it. Maybe it is because they only do this job once a month and keep forgetting...
by Brad Vossler | Jul 24, 2017 | Feature, Workflow
docMgt has a sophisticated workflow system complete with follow-up actions that are used for actions such as escalations, reminders and more. This article explains how to use follow-up actions to get the most out of your workflow experience. What Are Follow-Up...
by Brad Vossler | Jun 12, 2017 | Feature, Workflow
Workflow Part 4 – Trigger Methods Work triggers control how Records and Documents move through the system. There are different work trigger methods to allow us to configure the workflow. That is what we will be discussing here. Before we move on it is important...
