(Dansk version)

Introduction

Document flow is a central tool in DocuNote that automates and controls documents' path through the organization. It functions as a series of predefined work tasks that follow each other to reach a specific goal. With document flow, you can create and manage approval processes, distribute tasks among employees, and ensure consistent handling of documents.

There are some predefined document flows (Review flow; Approval flow) for your convenience. However, you can create custom flows to meet specific business needs in your company. For details, see Documents and Cases - Document flow types

Starting document flow

To start a document flow:

1. Right-click the document, point to Start document flow menu and select the flow you are interested in.

1. Fill out a flow initiation form:

• Actor specify participants (users) you want to route the document for processing;
• Message - provide specific instructions for the actors;
• Task due date - specify the date by which you want the flow participants to complete their task.

1. Click Start.

Once the flow has been started, the system assigns tasks to participants that can be processed further on the Tasks page. The system will also sent e-mail notifications with task instructions and links to the document to be processed.

Working with tasks