Proactive with DocuWare: Workflows without Documents

Posted over 8 years ago by Callum McGlynn

Callum McGlynn
Callum McGlynn

With DocuWare Workflow Manager, you can set up workflows- even if no single document yet exists for a future business transaction. This creates ideal conditions for success, by taking full advantage of an automated workflow before the fact.

Here’s an example: say your company is anticipating a delivery, the purchase order can be used as a record in DocuWare. From the moment you generate the record, a workflow is launched, which sends a task to the warehouse who receive an overview of the anticipated order. Once delivered, the delivery slip will be attached to the task, which then continues on to the mail room, where the incoming invoice will eventually be added.

To generate a record, simply click in the empty area of a basket. The Store button will switch to Create Data Record. Click on the button and choose the store dialog for creating the data record



One way to add a document to a pre-existing data record is by drag & drop straight from a basket.

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