Workflow Management

ViewCenter Workflow Management streamlines your document review and approval processes to reduce cycle times, eliminate errors and improve compliance. Our rules-based document workflow system automates the assignment of tasks to accelerate information and decision-making. Every step in ViewCenter workflow management is tracked for complete accountability.

ViewCenter Workflow management automatically routes incomplete documents to the assigned ViewCenter user’s “inbox,” based on a predefined workflow rules. ViewCenter lets you know when documents are ready for review or action. Designated “approvers” can open attachments, make markups, and sign off with electronic signatures.

Common document workflows include review, approvals, change orders, work orders, ISO document control, A/R and A/P processing, quality control, hiring approvals, expense reports, and more.

Built-in Visibility and Compliance

ViewCenter Workflow Management provides a complete and accurate compliance process including automated workflow steps, process approvals, and digital signatures. A complete audit trail of every workflow’s lifecycle is maintained, giving unprecedented visibility and control over your entire document management process.

Customize and Improve Your Processes

Every department, company or government agency is unique. ViewCenter workflow management can be customized to match your specific needs. The visual Workflow Designer application provides a simple visual interface to create new workflows, modify existing workflows or re-use workflows for use in other departments. Common workflow management processes are included, so you can start quickly and improve over time.

Workflow Management Features

  • Realize improved transparency and tracking over critical accounting, compliance and management activities
  • Route documents through a process for signature and review
  • Electronically annotate and redline documents for improved communication
  • Automate the document flow using business rules, reducing cycle times
  • Email notifications? Receive notice when info is created or changed?
  • Manage workload right in the ViewCenter workflow inbox which shows status and actions required
  • Automatically distribute work to specific users or groups
  • Forward documents through successive work steps without delay
  • Prioritize documents by specified criteria
  • Authorize users to complete specific tasks
  • Attachment manager allows document viewing inside ViewCenter

Schedule a ViewCenter Demo

Our experienced document management software specialists can create a ViewCenter demonstration for your company. Find out how we are helping other businesses in your industry to save money, improve compliance and reduce risk.

Contact us to get a personalized ViewCenter demonstration.