Workflow Automation

Gain Greater Efficiency with Workflow from DocMgt

Greater efficiency is gained by using workflow automation to deliver documents to users that need them, when they need them. No more guessing when work needs to get done. Let the system help you manage these needs. docMgt’s unique and flexible Work Trigger system is more efficient in responding to changes in basic needs as well as those one‐off emergencies that come up.

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Workflow Triggers

Workflow is simply the process of moving data to the proper users or processes for them to do their share of a larger process. Workflows are triggered when data is added or changed.

User Notifications

Work Triggers utilize notifications via Email, Text or the docMgt UI to let users of new work assigned to them. Each notification can be completely customized to provide the proper information each user needs to get their work done.

User Input

Users are assigned their step in the process. The decisions users make determine the next step in the Workflow process.

Electronic Forms

docMgt provides Electronic Forms and Document Templating to help organizations manage the creation of their documents. Workflow steps can generate new forms and distribute them accordingly.

Document Retention

Workflow steps can also set future retention actions based on your policies, allowing you to identify, archive and dispose of documents based on easy‐to‐define business rules.