Automated Workflow

Document workflow automation

Workflow automates document-centric processes, improving the efficiency and repeatability of operations.

Document Locator includes integrated workflow software that comes standard with the system and is easily configurable. Routing and management options can be customized to meet the needs of specific business processes. The customizable step functions in the workflow manager enable modeling and automation of even the most complex business processes.

Document Locator workflow

Automate and improve business processes with built-in document workflow software that is included with Document Locator.

Workflow Capabilities

Yes / No decisioning

Yes / No decisioning supports conditional workflow branches based on value.

Team-based workflows

Team-based workflows permit any team member to complete a workflow step.

Role-based security

Role-based workflow security prevents unauthorized access to events.

Time-out events

Time-out events notify or reassign tasks based on schedule.


Notifications and schedule reminders occur via email and/or Document Locator.

Quality control points

Quality control points allow users to review a defined sample of workflow instances.

Business process management

Administrators and users can quickly create, manage, and reuse 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.

Workflow improves the efficiency of business operations by standardizing and optimizing procedures. It is an essential component of business process management (BPM), which involves managing processes as the means for improving business performance. Once configured in the system, workflows can be monitored in reports to maintain performance and for continuous improvement.

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Automated workflow datasheet

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Business process management

Automate the flow of documents and information using business process management software to define, optimize, and control repeatable business processes.Learn More »

Centralized document management

Share and control documents across the company. Everyone has access to the most up-to-date versions, and information is always secure.Learn More »

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Be ready for the next audit.

Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
HR files under control

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Project file management

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Manage business operations

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

Ready for a Demo?

Take the first step towards streamlining your processes and enhancing collaboration with Document Locator. Request a demo today and discover how our document control solution can help your organization.

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