Document Workflow

Workflow Management Software is an easy to use system to control and automate the flow of documents within Claromentis, whether based on decisions by users, ( such as ‘approved’ ) or automatically on time criteria ( such as ‘2 months after creation’ ).

Workflows can be allocated into categories for ease of use :


They are controlled by a comprehensive permission system so that only appropriate users can see documents and make routing decisions at appropriate stages in the workflow.

Workflows can be cloned, created by your company staff and easily modified. They can have few or many states, can branch or be linear in nature.


Common applications are expense claims and bid preparation where various groups of users need to contribute to the document as it moves along various stages of the sales process.

Comprehensive workflows for document review and management are available in Claromentis.

 

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