Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Status
colourGreen
titleUSE CASE

...

What are ways teams benefit?

Panel
bgColor#EAE6FF

Reduce time and effort spent on manual tasks by automating the lifecycle management of documents, enabling your team to focus on other responsibilities, such as customer service.

Inspire innovation by creating a collaborative culture where users can track document changes and be notified when input is needed. This promotes collaboration and teamwork, leading to new ideas and solutions.

Preserve organizational knowledge by ensuring critical information is documented, organized, and accessible in a central repository. Important information is always available, even when key employees leave or change roles.

...

Document review and approval

...

Tip

Basic Approval Workflow in an “out of the box” workflow in the app!

Insert excerpt
CDMC:Basic Approval Workflow
CDMC:Basic Approval Workflow
namebasicapprovalworkflow_overview
nopaneltrue

A bundled workflow is easily edited and saved as a custom workflow to contextualize the workflow to meet your document process needs. Options include adding

  • additional workflow states

  • workflow parameters to manage the values used by your workflow including for reviewers and due dates

  • workflow triggers to create custom notifications to keep your team informed

Allow project managers to manage project reviewers on a space-by-space basis

...