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Posts with the topic of "Workflow"

Workflow: Streamlining features in a task list

You can work through tasks much faster if only your most frequently needed features are on display in a list. With Workflow Designer, you can ... Read more

How to avoid duplicates in an invoice workflow

Do invoices sometimes enter your processing workflow twice? With an automatic duplicate check, you can avoid this time-consuming nuisance. We‘ll show ... Read more

Full transparency: Easy tracking of documents

You want to release an invoice but need to know what happened to the document before it got to you. Easy: Just take a look at the workflow history. ... Read more

Tip: Get started with workflow tasks

Are you new to workflow tasks and want to use them to approve invoices or process other documents? Check out this pro tip for the best way to proceed ... Read more

See how easy it is to switch to electronic signatures

Future-forward companies that digitize their processes are leaving handwritten signatures behind. Working from a home office is certainly further ... Read more

Streamlining recurring invoices in a workflow

Do you need the same data from previously filed documents on a regular basis, as is often the case for recurring invoices? Then simply have your ... Read more

Made easy: Workflow to get quick decisions

Getting approvals and feedback can be real pain. Put an end to confusing email processes and make them well-structured and transparent instead. With ... Read more

Sending PDFs – with the right annotations

When you email documents to business partners, you need to make sure that only the right annotations are included or visible. It’s easy to do: just ... Read more

Number documents automatically by client - in a workflow

A practical approach when working with many different clients: Number documents consecutively and - as an example - per vendor for incoming invoices. ... Read more

A workflow is more than a process (in other words, how you benefit from workflows)

Business processes must respond dynamically to your business. Thus, you must have the flexibility to control them in automated workflows. To ... Read more

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