Workflow Automation
An electronic workflow is a series of automated steps & tasks that a document follows from initiation to completion using digital systems.
Using File Stream you can manage, route, and track tasks and documents, ensuring they move through various stages efficiently and accurately.
Key Components of Electronic Workflow
Easy Automation
Electronic workflows automate repetitive tasks such as document routing, approvals, notifications, and data entry, reducing manual effort and human error.
Task Management
They manage tasks by assigning them to specific individuals or teams, setting deadlines, and tracking progress.
Rules & Conditions
Workflows are governed by predefined rules and conditions that determine the sequence of steps and the criteria for progressing to the next step.
Notifications & Alerts
Automated alerts notify users of pending tasks, deadlines, and important updates, ensuring timely actions.
How can using Workflows help?
Electronic workflows transform traditional, manual processes into streamlined, automated sequences that enhance efficiency, security, and collaboration.
Invoice Approval
- An invoice is received by the accounts payable team
- The workflow automatically routes the invoice to the appropriate person
- Approvers review and pass the invoice back to accounts.
- The invoice is processed for payment and filed.
Employee Onboarding
- A new employee submits onboarding documents.
- The workflow routes documents to HR for review.
- HR assigns tasks for IT to set up workstations and accounts.
- Notifications are sent to the new employee about orientation schedules.
Contract Approval
- A contract is created and submitted for approval.
- The workflow routes the contract to legal, finance, and management for review.
- Each department provides feedback and approval.
- The contract is finalised and stored in the document management system.
Every employee involved in a workflow sees their tasks directly within File Stream, with special task lists.
Email can also be used for new task updates. At a glance the workflow manager can see what steps are complete and what tasks remain.
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Email: Sales@filestreamsystems.co.uk
Call: +44 118 989 3771