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Smart Document Control: New Template – Many Use Cases

Preconfigured cloud solutions

The out-of-the-box solution for Smart Document Control offers key functions for storing and retrieving business documents in a structured way, for monitoring due dates, and controlling simple approval workflows. After gathering a lot of valuable feedback, we’ve adapted the template so that different use cases can be covered quickly and easily.

  • Roles are modeled after departments: Accounting, Human Resources, Contract Management, Sales, Quality Control
  • There are matching trays and dialogues set up for each role
  • A simple approval or feedback workflow can be started either directly at the time of filing or later with a stamp

Benefits for DACs (sales experts):
You can present different applications with one template:

  • Simple invoice approval process
  • Personnel files
  • Contract alert & release
  • Control of work instructions (SOPs) in quality control
  • Processing quotes/proposals for the sales process

Presentation scripts and sample documents are available for each scenario.

Benefits for DSCs (technical experts):

  • Save valuable time with preconfigured file cabinets and use the template as a basis for solution extensions
  • A configuration guide and checklist for easy setup are now available

How to use the new template:
The new version DW7.9T1 is now available in the DocuWare Trial or can be downloaded as a DWBUC file from the resources page.

Try out the new configuration and please give us your feedback: preconfigured-solutions@docuware.com.

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