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Document Workflow

Automate with document workflow.

Automate paper- and document-based business processes using document workflow to manage the flow of information electronically.

Document workflow automates processes and procedures.

The integrated Workflow Manager tool that comes standard in Document Locator® allows you to quickly create sophisticated document workflows that structure tasks and automate work procedures. As people create, receive, route, review, and approve documents and other files, the automated document workflow routes information and keeps everyone informed so that errors are reduced and productivity is increased.

  • Definable, repeatable, automated business processes.
  • Notifications, reviews, approvals.
  • Logging of workflow activity for auditing and accountability.
  • Supports business process management and automation.
  • Turns ad-hoc routines into repeatable procedures.

Business process management and automation.

Electronic document workflow software provides the tools to define and manage business process steps so that each action is optimized for consistency and repeatability. This automation, or business process management technique, reduces the need for manual intervention or management over individual process steps, and improves efficiency. Process confusion is eliminated, and processes cycle to completion faster.

Everyday examples of processes to automate.

  • Accounts Payable approval routing.
  • Expense reporting.
  • Workforce training and HR procedures.
  • Submittals and approvals.
  • Review processes.
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"...Document Locator saves us 20 hours every week by flagging missing items and, with its notifications and approvals features, helps us stay on track by automatically sending the documents to the doctors and notifying us that we have approved documentation ready to go to billing."

David Dooley
Mississippi Valley Surgery