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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Workflow Designer Interface
Stage Configuration

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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Department Routing System
Notification System

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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Workflow Analytics Dashboard

Streamline your document workflows

Experience how YottaDM's workflow management can transform your business processes.