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Posts with the topic of "Workflow (3)"

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

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