Workflow Document Automation

SharePoint based Document Workflow for uploading and productions of documents within a process

Workflow Document Automation

Our Workflow Document Management System is based on SharePoint and allows for uploading and productions of documents within a process. The Workflow allows you to route the documents to people and groups for editing and approval with automated processes without any human interventions. The solution provides a centralized document management system to capture, store, manage and retrieve all types of documents which can be classified and securely stored with access permissions.

Our Document Management system based on SharePoint helps in organizing the documents into folders and sub folders wherein users with viewing permission can navigate the repository, view associated document and even download or upload document to the repository. The solution provides complete Document Collaboration allowing team members to provide notes and annotate documents with valuable notes, highlights and more to share information. You can also Send document securely using web link over email regardless of file format or size.

Key Features

Mobile Integration

We can customize the solution and make it available on mobile devices and tablets. This helps in increasing the mobility of your employees who can take action on the document on the go.

Complete Audit Trails

Our Solutions ensures that for each document there is complete audit trails giving insights in “who did what, when and where”. Modifications are logged with record of every user data changes ensuring trace into every changes.

Active Directory Integration

Implement a complete Active Directory Integration with Single Sign On of the Document Management Workflow allowing the routing of document workflow and taking actions based on the Active Directory hierarchy.

Roles Based Routing and Send Back Options

The Solution provides a complete roles based routing of Documents within the workflow wherein user is able to take actions based on the role and permission on respective documents.

Automated Document Escalation

Complete Escalation Matrix allowing you to set escalation timers for routing document task to others when tasks are pending for long. Solution sends automatic email notifications alerting person to take action.

Document Collaboration

Implement Document Collaboration allowing team members to provide notes and annotate documents with valuable notes, highlights and more to share information. Send document securely using web link over email regardless of file format or size.

Alerts and Notification

The solution provides for generation of automatic email notification and alerts when Document are uploaded, modified, assigned to a user or deleted based on defined rules. This can be further extended to SMS based alerts.

Robust Search

Implement customised full text search capabilities and FAST search on SharePoint Documents with Enterprise Search Capabilities. Implement robust indexing with continuous crawl and rule-based query parsing of SharePoint on your documents.

Document Management

Implement a Comprehensive Document Management system with document organized into folders and subfolders with version control. Documents can be downloaded, modified and then uploaded again by user having the correct permission.

Automated Document Workflow

Implement Workflow Document Management system which allows for uploading and production of documents within a process with input document being attached to a case and passed along with case from user to user as a reference with version control.

Advantages of Our Workflow Document Automation

1Workflow Driven Document routing to people and groups for approval without human intervention.
3Create Document flows with rules and condition to follow one path or parallel steps.
4 Mobile interface for anytime and anywhere access, reducing cost and speeding up process.
5Converts documents into actionable transaction with accountability and transparency.
6Configure escalation timers for escalating workflow tasks to others when it is not acted upon for long.
7Collaborate Effortlessly by Viewing, Editing, Sharing document in a fraction of the time you would with paper.
9Locate Documents quickly without any efforts with Robust Search.
10Comprehensive Audit Trail lets you know who is doing what within user and groups.
11Secure your business critical document with anywhere, anytime access.
12Eliminate manual repetitive task and quit sending task back and forth by getting it done in one shot.

Our BPM Solutions