Overview

Document flows are simple document-based workflows that streamline and automate a wide variety of business processes — from collecting reviews, or approvals, to tracking the current status of a routine procedure. DocuNote document flows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.

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.