Document Workflow. Digital Document Workflow. Document Life Cycle Management.

What is Document Workflow?

Document workflow management is a system used to capture, generate, track, edit, approve, store, retrieve, retain and destroy documents associated with business processes. Digital document workflow helps organisations to reduce often large amounts of paperwork that slow down day-to-day operations. Purchase orders, invoices, holiday requests, proof of delivery, despatch, payroll, vehicle documents, supply chain information, claim forms, insurances, and more. The majority of businesses are document-heavy and how documents are managed affects running costs, staff productivity, profitability and customer satisfaction. Documents get passed from one department to the next, requiring approval or changes at each stop.

Document Workflow for clear rules-based business processes

Document workflow management enables you to review your business processes and ensure that work effectively for the business and are a good fit for users too.

Typical document workflows manage how information from the time it enters your business, prescribes how it is channelled, with checkpoints for comments and approvals, prior to operational actions, reporting and archiving.

One of the big advantages of digital document workflow is that the status of tasks is always clear, and there is a comprehensive record of activity for audits.

Document workflow can be applied to core business functions - for example, Accounts and HR processes - or to production, supply chain and manufacturing workflows. A reliable digital document workflow frees up system users to concentrate on their role and protects the business from user errors.

What does Document Workflow achieve?

A document workflow system:

• Automates repetitive processes
• Automatically alerts users about uncompleted tasks
• provides an overall document workflow picture, with performance metrics

Document Manager gives you all the advantages of digital document workflow

Create document workflow steps that are right for the business and for users

Document workflow should follow what is right for the business and the workflow logic should be apparent to users. Process owners should draw a straight line with key workflow steps in the process that require input, approval or denial.

Cloud-based document workflow technology

Choosing Cloud-based document workflow is often the right step. Users can review and approve actions, and access data and reports from any location at any time. Cloud-based workflow software also overcomes the need for up-front software and infrastructure costs.

Reporting and document workflow modifications

You may find that your new document workflow generates surprises. It is important that you run your workflow system and that it does dictate to users and impede their work. With digital document workflow, you can add and modify steps in the process. 

Document Logistix’ document workflow system, Document Manager, provides you with important advantages. Document Manager’s KPI-based reporting enables you to see and analyse where workflow bottlenecks exist so you know where to focus your attention. Document Manager’s Dynamic Workflow Designer also enables you to drag and drop workflow changes, and rollback, without any need for programming skills. Visualise, design and implement document-centric workflows

Drag and Drop your new document workflow to implement rules-based automated processes, from simple Purchasing document workflows, to complex supply chain document workflows

SLA workflow status indicators

With Document Manager you will be able to review multiple processes, so you can see which tasks are on track and which ones need attention. Document Manager’s dashboard alerts you to the most pressing workflows.

Workflow alerts to keep users engaged

People abandon workflow platforms if they are not reminded to return when they are needed. Document Manager sends alerts via email or push notifications to mobile to make system users of tasks needing attention.

Parallel document workflow activities

Workflows are sequential, but some workflows have strands that happen at the same time. For example, a travel reimbursement usually requires a manager’s approval, but rather than create different workflows for each department, you can create one workflow that follows a track depending on which department the requester chooses.

Role-based access control

Workflows often contain sensitive information that cannot be shared with everyone. With Document Manager, you can customise what each individual user can see and edit.

Workflow integration with other business systems

Document workflows do not operate independently of other processes. Documents, sales reports, cash-flows and calendars are important elements to be included in a workflow. Document Manager allows you to integrate with leading business systems.

Flexible workflow system licensing

Document Logistix is a progressive, innovative company that owns its document workflow IP. We appreciate the customer’s need for fairness and value, so licence our products to reflect the users actual needs, from administrator to occasional user.