Smart Document Control: New Template – Many Use Cases

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.