Workflow Management

Visual Workflow Designer

Create and modify document workflows with our intuitive workflow designer:

• Drag-and-drop interface for creating workflow stages
• Define stage transitions and requirements
• Set up conditional branching based on document properties
• Create multiple workflow templates for different document types

Design workflows that match your exact business processes without coding or complex setup.

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Advanced Stage Configuration

Configure each workflow stage with precise requirements and actions:

• Set required approvals and permissions for each stage
• Define SLA and deadline requirements
• Configure automatic stage transitions
• Set up document validation rules
• Customize notification templates for each stage

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Department-Based Routing

Efficiently route documents between departments with controlled access and handoff processes:

• Route documents automatically based on workflow stages
• Set up department access controls for each stage
• Track document location across the organization
• Configure inter-department handoff requirements
• Real-time synchronization between departments

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Comprehensive Notification System

Keep everyone informed with automatic notifications at every workflow stage:

• Configurable email notifications for status changes
• In-app notifications for assigned tasks and approvals
• Deadline warnings and SLA violation alerts
• Custom notification templates per workflow
• Escalation rules for overdue items

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Workflow Analytics & Reporting

Gain insights into your document processes with comprehensive workflow analytics:

• Track document processing times and bottlenecks
• Monitor SLA compliance across departments
• Identify workflow optimization opportunities
• Generate custom reports on workflow performance
• Real-time workflow status dashboards

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