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Posts with the topic of "Workflow (3)"

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

Designing workflows: assigning tasks

When setting up a workflow, an essential step is to correctly assign tasks to specific colleagues. Here are a few things to keep in mind when doing ... Read more

Wanted: workflow controller

Someone needs to keep an eye on things, especially in an organization with complex workflows. That‘s why we’ve got…the controller. Read more

Manage workflow tasks more effectively

Customize your task list – and get things done in less time. Read more

Setting up a new DocuWare user – here’s how

A new colleague joins your team or another department wants to work with DocuWare: familiar cases for creating new users in DocuWare. Here are some ... Read more

E-signatures for international transactions

Electronic signatures prove that a document has not been manipulated and originates from you. They are also essential for securing your signature ... Read more

Quickly adapt workflows with Process Planner

No industry has been left untouched by the consequences of the Corona pandemic. With the Process Planner tool, you can quickly and easily visualize ... Read more

Workflow: updating metadata across documents

Keep related documents current by updating their metadata all within a workflow simultaneously. These documents can even be located in different file ... Read more