Automated Workflow Module
Document Locator’s optional Automated Workflow Module delivers flexible information routing and management solutions customized to specific business operations. Automated Workflow extends standard Document Locator Notification and Approval to include much more powerful and customizable workflow functions that enable modeling and automation of even complex business processes.
The flexible architecture of Document Locator's workflow system allows users and administrators to quickly create, manage, reuse, and support document workflows with sophisticated events and processes. For example, workflows can be configured to drive any number of parallel or serial process steps, they can include conditional steps, they can assign alternate users to task steps, and they can be managed across a team environment.
- Yes / No decisioning supports conditional workflow branches based on value
- Time-out events notify or reassign tasks based on schedule
- Quality control points allow users to review a defined sample of workflow instances
- Team-based workflows permit any team member to complete a workflow step
- Custom process actions integrate and interact with third-party systems
- Manual process steps allow for scheduled pauses or non-system actions (e.g. to provide instruction for operations like mailing)
- Role-based workflow security prevents unauthorized access to events
- Notifications and schedule reminders occur via email and/or Document Locator
- Configure folder level user and group defaults for workflow steps
- Generate workflow diagrams and integrate with Microsoft Visio
- Customize notification templates with company or client logos, confidentiality statements, legal messaging, and more
- Include delegation options in workflows to add process flexibility
- Further enhances Records Management and Event Subscriptions with standard internal and customizable server-side and client-side actions
