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Workflow Approvals via Email

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...

Workflow – Follow-Up Actions

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...

Workflow Part 3 – Action Types

Workflow Part 3 – Action Types In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In part 2 of this series we focused on Follow-Up Actions, Assign/Complete Actions, Multi-Condition Triggers and...

Workflow Part 2 – Intermediate Configuration

Workflow Part 2 – Intermediate In part 1 of this series, we focused on the basics of workflow and how to get started creating simple workflows. In Workflow Part 2, we will focus on the somewhat more advanced options of workflow to give you more tools by which to...