Workflow Management

Workflows are used to automate and dematerialize organizational processes. Workflows determine who executes what, how and when.

Workflows have a defined starting point, and are made up of several steps that may or may not require human decisions or approvals.

What is a Workflow System?

A Workflow System is used to dematerialize, plan, manage and monitor a set of steps that constitute a given process.

Filedoc provides tools to create and edit Workflows, model and automate processes, without programming knowledge.

What are the benefits for companies?

Manual tasks decrease service efficiency.
Although we currently live in a digital world, there are several organizations that have their business processes based on manual, repetitive tasks.

Corporate resources spend countless hours handling paper information, unstructured information, without automation mechanisms. This work method — in addition to the costs and inefficiency it represents for organizations — also fosters the appearance of errors, exceptions, and non-compliance situations.

Improve efficiency with process automation

Digital transformation cannot be completed without process automation. Securely capturing, indexing, forwarding, and filing information through integrated systems should become the main modernization goal of all organizations.

Main Advantages

By creating configurable or ad-hoc workflows, thus increasing information management capabilities with existing resources.

Through the implementation of standard rules and norms that ensure control over critical business information, and that identify exceptions or non-compliances allowing for a quick response.

Increased efficiency brought about by new, innovative working methods contributes to increased growth, income, and profits.

Examples of processes:

Opportunities for process automation are present in virtually every business context.
Some processes in the financial and HR areas are particularly prone to repetitive tasks and manual data entry, and are ripe for automation.

Some examples of automated operations:

  • Approval of supplier invoices;
  • Capture of paper documents or registration of digital invoices;
  • Indexing documents without manual data entry;
  • Forwarding and approval by cost centres, amount, purchase orders and other variables ;
  • Integration of financial documents into ERPs such as Primavera, SAP, PHC, SAGE or others.

Retention Periods

Automatically implements information retention policies for documents based on metadata. Where it is filed and whether it is marked for destruction.