Make the Switch to a Paperless Office.

DataView Workflow

The DataView Workflow feature enables any size company to automate document-intensive, approval-based processes across departments and systems.

Our package includes tools to design forms, create documents, assign roles and users, create routing rules, and interconnect with our DataView Cabinets.

Some of the departments that can be improved by DataView Workflow:

Potential Workflow Documents
Accounting Department
credit applications, claim forms, purchase request, invoice approval
Sales Department
special pricing approval, contract approval, order processing
Human Resources
new hire process, expense reports, vacation requests, time sheets
employee reviews, employee certifications, mandatory training
permits, zoning approvals, budget approvals
IT Department
help desk requests, RMA requests

Some workflow examples [click for more information]:

Benefits from using DataView Workflow

  • Consistency of a process between users
  • Ability to track the progress of a process
  • Enforcement of policies and procedures
  • Audit trail
  • Archival of documents and information after the process is complete
  • Users have access to the information at all times
  • Management of ongoing processes at all times
  • Allowworkflow model changes at any time

Find out more. Call (603) 893-9090 today.