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.

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

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

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

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