Electronic Document Management Solutions > Workflow

Our Workflow solutions make workers into knowledge workers!

You can set the rules by which all documents are handled in your organization.

A workflow solution successfully automates the paper shuffle by routing documents to appropriate recipients. You can save time and money by reducing photocopying, hand delivery and repetitive reminders. You can automatically remind staff of required tasks and notify supervisors of action and inaction. You can take control of the process by which your work is done.

How the Document Management Workflow Suite Works

A Work Distribution Manager Module allows you to model your office's work procedures and establish routing rules and conditions to guide documents around your office. This does not prohibit ad hoc alterations to the formal flow of work.

For instance, if a properly authorised person needs to search for a document and drag it into someone else's folder, the Workflow Suite will accommodate that practical necessity. Workflow then follows the rules you created to automatically move or copy documents to another person's folder. When Workflow detects a trigger event (for instance a supervisor marks "approved" in an index field Workflow moves or copies the document on to the next stage in it's flow.

Workflow automatically e-mails a notification when designated events take place. A supervisor can be notified, for instance, when a staff member opens a certain document. An acknowledgment timer also allows the supervisor to be notified if the document remains unopened for a specified period of time.

For more information on document management solutions from Crusader Technologies, please contact us.