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Overview

A Comala Document Management workflow can be added

You can select and apply a workflow to all content in a space in the the space settings Document Management dashboard.

There are a number of workflows bundled with Comala Document Management for Cloud or you create one or more more custom workflows.(blue star)

Tip

A copy of a bundled workflow can be edited (and saved with a new name) in the space settings Document Management dashboard using

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the workflow builder visual editing tool to create a custom workflow.

Bundled Workflows

The workflows listed below are available in your site on installation of Comala Document Management.

Basic Approval Workflow

The The Basic Approval Workflow is a 3 state workflow.

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Each time the Approved content is edited, the content state is reset to the Review state.

An An e-signature process (user email and one-time password authorization) can be configured for each approval.

Content Expiry Approval Workflow

The The Content Expiry Approval Workflow is a 4 state workflow with an expiry duration added on transition to the workflow final state, Approved.

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Approved content will expire after a set period of time so that it can be reviewed.

An An e-signature process  (user email and one-time password authorization) can be configured for approval.

Quality Management Systems (QMS) Workflow

The The Quality Management Systems (QMS) Workflow is a 4 state workflow that allows users to be assigned to undertake reviews of the content in different states based on the editable values of workflow parameters.

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This workflow has greater flexibility to manage the review and approval of content:

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An optional feature of all the workflows is to require users to use their their email and a one-time password (OTP) to confirm their identity when registering an approval. Each individual approval can be set to require user authentication using this e-signature.

In the the Quality Management Systems (QMS) workflow the approvals by default in the Draft and the In Approval states require an e-signature for reviewers

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