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Document Workflows Workflow Management

Document Workflow Management

Use Document Workflow Management Software to automate business processes and manage rapidly growing workloads

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Document Workflow Management is a system that ensures that your work is completed at the right time, by the right person and gives you full insight and traceability into your business processes. Repetitive and mundane tasks hamper the efficiency of a business. Manual paper trails are often riddled with errors and delays. Allowing your document management software to automate your document-centric business processes can make them more streamlined, more accurate, and less time-consuming. You can now forget about delays and errors typically associated with circulating paper manually.

Docsvault’s built-in document workflow management software helps an organization to design, execute, and automate various business processes where tasks are passed from one participant to another for action, according to a set of procedural rules. Document Workflow Management Software also allows you to view process and performance metrics to assess whether a process requires improvement or acceleration.

Document Workflow Features & Capabilities

Streamline work process and improve workflow with our document workflow management software

Use cases for Document Workflow Automation

Document Workflow Management Software is well-suited for almost any industry that wants to automate and streamline repetitive multi-step operations.  Some use cases include:

Human Resources

Finance

Manufacturing

New Hire Onboarding AP Invoice Approvals New Vendor Approvals
Leave Applications Approvals Purchase Order Approvals Bidding and Purchase Approvals
Training Documentation Reviews Budget Approvals Quality Assurance Approvals

Sales and Marketing

Legal

Company-Wide Use Cases

Proposal Approvals Contract Reviews Leave Applications
Quote Approvals Legal Holds Reviews and Approvals
Travel Authorizations New Case Intake Expense Claims

Document Workflow Management Software reduces the time spent on day-to-day business activities and improves its accuracy and traceability. The time savings can be easily translated to cost savings in terms of process cycle costs, labor costs, and time-to-market costs. With document workflows, you never have to worry about important documents getting lost or buried under paper stacks while they are under some process.

Document Workflow Management in Docsvault presents a clear picture of tasks at hand for responsible participants. Transitions are performed without manual routing of documents and many background tasks are executed automatically. Actions performed on all steps of the workflow are logged for future reference and can be queried to examine any steps causing delays in the process.

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Document Workflow FAQs

What is Process Automation?

Process automation refers to the use of technology to automate complex business processes with minimum human interaction in order to accomplish a workflow task or function. Automating the Business process provides uniformity and transparency.

Why Should You Automate Document Workflows?

Workflow automation uses predefined rules to perform repetitive tasks with limited to no human interaction. Automating your document workflow ensures that your work is completed at the right time, by the right person and gives you full insight and traceability into your business processes.

How to Automate a Document Workflow?
  1. Identify document workflow process that you wish to automate
  2. Create a workflow cycle without any coding using a simple point and click graphical interface in Docsvault
  3. List workflow elements: steps and transactions that users can perform and their corresponding effects on the workflow and associated documents
  4. Add participants responsible for each step and assign roles
  5. Test the workflow
  6. Train your team
  7. Deploy the new workflow
What is Document Workflow Management?

Document Workflow Management is a system that helps an organization to design, execute, and automate various business processes where tasks are passed from one participant to another for action, according to a set of procedural rules. It also allows you to view process and performance metrics to assess whether a process requires improvement or acceleration.

What is the benefit of workflow automation in a document management system?

Document management system enables you to streamline paper and electronic documents into a centralized, searchable, secure digital repository.  Workflow automation can be used to accelerate the cross-enterprise business process by routing electronic documents between decision-makers. Your team can access documents for reviews and approvals from anywhere and on any device.  Automated workflows save a lot of time and reduce the number of mistakes made by human error at different steps in the process.

Docsvault provides a robust document management system that includes workflow management as a standard feature. It is designed to provide your company with better business management and organization capabilities.

How can Docsvault help me in Workflow Automation?

Docsvault is an on-premises DMS solution.  It combines document management system and workflow management capabilities into one solution and can be scaled to meet your simple or complex document-centric workflow procedures without any coding. Your team can access documents for reviews and approvals from anywhere and on any device.

 

 

Keeps everything organized in one place and allows our external paper to be not as large in size.
Gail Tobin, American Endowment Foundation
Docsvault helped us to go from paper to paperless, no more searching for documents, emails. Take the next step, go paperless, it nearly doubles your efficiency.
Tom Laloo, Thompson & French
I have watched the product grow and expand for ever 5 years since i have been using it. But a good product needs timely and professional support – and DocsVault has both.
Jan Mahoney
An excellent product at an excellent price with excellent usability, coupled with an excellent after sales service, I have no hesitation in recommending this product to any and all of my colleagues.
Colin Edgington, Senior Construction Project Manager
If you have a customer support performance system you can note an A+ for speed and customer satisfaction. Thanks for the service
Jan Beun
Your software is great. I appreciate being logical, simple, and the good compression job it does with PDF”
Francisco Perez