Greater efficiency is gained by using workflow to deliver documents to users that need them, when they need them. No more guessing when work needs to get done. Let the system help you manage these needs. DocMgt’s unique and flexible Work Trigger system is more efficient in responding to changes in basic needs as well as those one-off emergencies that come up.
Workflow is simply the process of moving data to the proper users or processes for them to do their share of a larger process. Once that user/process is done, the workflow system then moves the data to the next user/process for the next phase of work and so on. DocMgt has a unique Work Trigger system that is designed to accomplish this in a simple and flexible manner.
Work Triggers allow you to focus on a step at a time and put them into the system simply and easily. They do not force you into a set of stringent rules regarding how and when items can move between work steps. With Work Triggers, if the works needs done then the steps will be activated and if not then they won’t. No more drawing arrows and boxes or writing scripts. Let our Work Trigger system do the hard work for you!
For the more experienced workflow users they will appreciate how they can navigate the process without being tied down by restrictions and rules forced on them with other systems. Inexperienced or casual workflow users will appreciate how easy it is to set up and use workflow.
Download the Workflow Fact Sheet for more information about the differences between workflow in DocMgt and other systems.
Management and Reporting
Each user also has their own workflow information panel that keeps track of their performance over the past 30 days. By reviewing this, employees can see how closely they are hitting their goals and whether they need to address an issue, or their process requires any tuning.
Workflow Managers have a similar panel that shows them the workflow performance across all triggers they manage. This allows them to monitor the KPI/SLA information of their processes to ensure compliance and goal attainment. They can also reassign work as needed to help spur on better productivity.
Reporting users are given rights to run current and historical reports for workflow. This includes overdue reports, user workflow reports, work trigger reports and more.
Work Triggers utilize notifications via Email, Text or the DocMgt UI to let users of new work assigned to them. Each notification can be completely customized to provide the proper information each user needs to get their work done. Notifications are also available on a daily, weekly, bi-weekly or monthly basis to remind users how much they still have left to do. These are configurable at the user level so each user can decide how much notification they require for their work.
Notifications can also be configured to automatically remind users on a task-by-task basis as part of the built-in Follow Up system.
Prompting for Signatures
Prompting for Signatures If your process demands a user's signature, DocMgt has many ways to help. E-forms can be configured to prompt for signatures. Add-In buttons can be set up to prompt for signatures. Workflow buttons can also ask for signatures before...
Signing Documents in Workflow Many workflows require a sign off of some kind to show that the user has agreed to or approved some action or statement. In some cases, the sign off can be as simple as them clicking an APPROVE button. In other cases, the situation...
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Duplicate Checking with Workflow
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Auto-Numbering with AUTONUM
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New Workflow Actions
New Workflow Actions Starting with version 3.39, we are introducing a new set of action events available in the workflow system. We are adding Working Actions and Reassign Actions. Before we talk about those we should give you a little bit of background on how...
Reassigning Workflow Items
Reassigning Workflow Items Workflow allows you to perform some amazing actions with little or no user intervention. But there are still times when you need to have a user make decisions. These decisions are usually handled with workflow buttons. You can add buttons...
Practical Example of Action Sets and Add-Ins
Practical Example of Action Sets and Add-Ins In this article and accompanying video I want to present you with a practical example of Action Sets and Add-Ins and how they can help you in your every day docMgt life. We all make mistakes but docMgt makes it easy...
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...