Workflow Features & Specifications

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​AutoEDMS Home

Workflow Overview

Specifications

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File Routing & Approval
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• Supports Ad-hoc, Administrative and Production workflow routes
• Automatically routes documents and document folders for editing, review and approval on custom, pre-designed workflow "routes"
• Routed documents appear in users AutoEDMS In-basket
• Email notification works with corporate email systems.
• Source file(s) can be edited in place or duplicated to a working copy
• Working copies are automatically copied to predefined or user-specified working directories
• Files can be routed forward or backward, through any number of route "steps"
• Multiple people can be assigned to each route "step", for individual or group approval
• Rejected documents can automatically be returned to the originated sender or to other specified individuals
• Workflow designs can be completely customized with the ACS Customization Language (ACL), with the optional Workflow Developer's Kit

Revision Control
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• Automatically manages multiple document revisions
• Automatically manages a user-specified number of previous revisions
• Optionally replaces original file with new revision
• Previous document revisions are "rolled-back" to make room for new revisions
• Automatically creates temporary working directories or allows user selection of working directories 

Flexible Workflow Design

• Drag & drop Visual Workflow Design tool
• Unlimited number of custom workflow designs
• Custom workflow designs for different users or departments
• Custom icons represent each workflow "route step"
• User security tokens can be assigned to each stage of the route designs

Audit Trails & Reporting

• Workflow transaction history tracks all file movements and database updates for rollback if needed
• Managers can reassign routed documents
• Complete error handling for "dick full" conditions
• Workflow history database is ODBC-compliant for reporting with MS-Access, Crystal Reports, etc.