Workflows

 

Documents in a lifecycle go through predefined processes. Documents will be created or edited, will be reviewed or approved, wiil be exchanged between people or companies etc.
Most of these steps will be repeated in a predefined sequence, if well organized even defined in workprocesses.
logicDCMS can support in these workprocesses. Available is a 'workflow' module. Following tasks can be executed by using this module:

  • Internal document signing process: Users can put their (electronic) signature on document. (sequencial process for 3 signatures)
  • Prepare for issuing document(s) to client, including automatic creation of transmittal
  • Handle returned documents from client including automatic internal distribution and notifications
  • Handle received vendor documents including automatic internal distribution and notifications
  • Return vendor documents with automacally created transmittal including an e-mail with attachments

Employees are supported with 'task' lists and e-mail notifications.
A grafical presentation of the progress in a documents's lifecycle is also available.

Grafical presentation of document lifecycle

 

 

The screen making it possible to define new workflow tasks.

 

Is available to all users being defined in the project and having the appropriate role.

 

 

Example of workflow tasks list.

Each user will see only tasks assigned to him/her.

 

The document Controller will be able to see all pending document tasks.