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Automated Workflows

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Written by Elaine Amas
Updated over a year ago

DocFlite enables you to turn your multi-step document process into a streamlined workflow.

You can create document templates to suit every part of your process and define individual pipelines for different documents

Setup workflows that assure the right processes are fired up at the right time whilst informing the right people. You can also use automated approvals to ensure that your documents are quality checked before they are sent to the intended recipient.

Tasks then allow you automate actions such as:

  • Sending automated notifications to alert your team of an event

  • Automatically move your document to a selected status as part of a workflow

  • Pausing a workflow until a document has been approved

  • Marking a job as completed

  • Automatically send a document to the intended recipient

  • Creating a new document and kicking off a new workflow

Book a call with us discover more and to create your workflows.

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