Documents circulate within organisations for different actions – verification, approval, information.

The efficiency of the work of different departments, services or individuals depends on how these documents are managed, how quickly people involved in certain activities act on these documents and the time involved in tracking their status and retrieval within the organisation.

DocPlus® Document Workflow is a module that enables automation, management and monitoring of internal work processes, which can be improved, refined and errors reduced, as predefined workflow steps are the result of an analysis of work processes. As workflows evolve, their profile can easily change. The module is suitable for any type of organisation, be it a governmental organisation, large companies or in the small and medium business segment, and is an effective tool for system users and organisation management.

Integration with the internal email and real-time communication platform is native, allowing users of the document management system to be notified of the action of approving, informing documents.
Documents can be accessed and worked on regardless of where authorised users are located, either by direct access or by using the advanced off-line working functions the system provides.
Waiting times for action on urgent documents are eliminated leading to better productivity. More efficiency is also achieved by integrating the application with the real-time communication system, being able to exchange ideas, information with people in the approval workflow.
The document workflow supports the automation of the organisation’s internal processes, provides tools to define the workflow of different types of documents for internal approval and reporting purposes, and provides reports on approval status, types of documents processed and other specific information at any time.

DocPlus Document Circuit Benefits

  • Provides an automated mechanism for the internal circulation of internally defined documents of various types: purchase requisition, leave request, travel report, receipt, internal notes, or other organization-specific forms
  • Provides a uniform and standardised framework for the operation of internal documents by staff
  • Ensures the circulation of documents within the organisation along predefined or author-defined paths, with the possibility of approving or rejecting them and adding comments at any step in the flow
  • Provides multiple criteria for defining approval flow, final approvers, waiting times, information
  • Allows tracking the status of documents throughout the workflow, as well as highlighting how each document is being handled by the designated responsible parties
  • Provides the possibility to obtain reports on documents resolved or in progress according to criteria such as status, type, responsible, etc.
  • Ensures integration with the real-time communication system to display people’s availability for communication or exchange of ideas
  • Provides specific reports by person, document status, document type, with each person having access to their own or shared documents, depending on established access rights
  • Streamlines working with paper documents and automates internal approval and information processes, reducing the time needed to handle documents