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Manual workflow requires a user to view the document and decide whom to send it to. Rules-based workflow allows an administrator to create a rule that dictates the flow of the document through an organization: for instance, an invoice passes through an approval process and then is routed to the accounts-payable department.
WfMS allows the user to define different workflows for different types of jobs or processes. For example, in a manufacturing setting, a design document might be automatically routed from a designer to a technical director to the production engineer. At each stage in the workflow, one individual or group is responsible for a specific task.
While document automation software is used primarily in the legal, financial services, and risk management industries, it can be used in any industry that creates transaction-based documents. A good example of how document automation software can be used is with commercial mortgage documents. A typical commercial mortgage transaction can ...
A workflow management system (WfMS) is a software system for setting up, performing, and monitoring a defined sequence of processes and tasks, with the broad goals of increasing productivity, reducing costs, becoming more agile, and improving information exchange within an organization. [19]
Liferay Enterprise Portal, open source enterprise portal: document management, wiki, social tools, workflow LogicalDOC , document management system: document management, workflow Nuxeo EP , enterprise content management system: document management, workflow
Features include document control, records management, document imaging, intelligent data capture, invoice processing, workflow and business process automation. DocStar software integrates with third-party business applications.
Content Rules are pre-defined workflows that have been implemented into the product UI. The content rules can perform specific functions on a collection or document. They allow a user to pre-define a workflow by stepping through a process that will take place when a specific event happens: for example, if a document moves into a collection, the workflow can move it to another area, perform OCR ...
PandaDoc includes features to create, track and execute documents, as well as functionality for electronic signatures. [15] It consists of features in the following categories: proposals, quotes, team management, content management, branding, tracking, workflow, productivity, etc. [16] It integrates with several CRMs, as well as ERP, payment, cloud storage, and other systems.
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