{"id":2108,"date":"2014-02-05T10:41:47","date_gmt":"2014-02-05T10:41:47","guid":{"rendered":"https:\/\/www.cmwlab.com\/blog\/?p=2108"},"modified":"2024-03-19T07:39:47","modified_gmt":"2024-03-19T07:39:47","slug":"document-management-software","status":"publish","type":"post","link":"https:\/\/www.cmwlab.com\/blog\/document-management-software\/","title":{"rendered":"Document management software helps cope with multiple processes simultaneously"},"content":{"rendered":"

Actually, everything is tracked via documents \u2013 company budget, purchase requests, customer orders, etc. And today every document is an electronic document \u2013 it is created on a PC and stored as a file or as a record in a database. Paper-only documents are almost obsolete (thank God).<\/p>
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It is a common scenario, when a document requires several people to take a look at it. Often, several departments are involved in work on the same document. For example \u2013 when an employee needs something for his work, they create a \u201cPurchase Request\u201d document. Depending on how your internal processes are designed, this document must be approved by the manager, by financial department, by CFO. After approval, it is sent to the appropriate person in the financial department for the payment to be made. And, finally, the requestor approves or rejects the goods\/services he requested. And that\u2019s a simple scenario \u2013 I\u2019ve seen much more complicated workflows for the same scenario. But regardless of the process complexity, accurate document control is a must.<\/p>
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Now let\u2019s imagine \u2013 what can happen, if instead of using special document management software, a \u201cPurchase Request\u201d is sent via email? Someone can just ignore that email or simply not receive it (maybe it will be put the \u201cSpam\u201d folder). OK \u2013 even if I have received this email, I can be so busy, that I can simply forget about it. Another possible scenario \u2013 I start receiving so many emails (purchase requests) everyday, that I will start spending half a day raking through these emails. And my life will become a nightmare. So the main problem in document management \u2013 to manage documents effectively, and to separate different process steps from each other.<\/p>
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With Comindware Tracker, a system that combines both process and document management software capabilities, you can organize your document management in an efficient way. Open Comindware Workflow Editor and design your process right there. No special knowledge is needed \u2013 we offer a simple and intuitive graphical interface. Let\u2019s continue with the \u201cPurchase Request\u201d example. Create several steps \u2013 \u201cVerification by direct manager\u201d, \u201cVerification by CFO\u201d, \u201cPurchase order creation\u201d, etc. Using the \u201cDraw Transition\u201d button, drag lines from one step to another. For some steps, set the responsible people \u2013 for example, open \u201cVerification by CFO\u201d step settings (by double clicking on it) and set the responsible person to your CFO. And that\u2019s all \u2013 by these simple actions, you\u2019ve just created a great solution for your company that meets all the requirements of an individual document management system.<\/p>
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Now your employees can create their \u201cPurchase requests\u201d in the in-built document management system of Comindware Tracker. Each step has a responsible person, so no more \u201cWhat should I do next?\u201d questions. After finishing their job, the employee will simply press the \u201cNext Step\u201d button in the object form and the process will be readdressed to the next person. Your email box is now free of tons of unneeded emails, which you are not interested in \u2013 Comindware Tracker will only send notifications, which are related to you (besides, you can always adjust these settings). On top of that you can rest assured that \u201cdocument control is in good hands\u201d.<\/p>
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Comindware Tracker is much more than a document tracking software<\/a> \u2013 it enables you to collaborate with colleagues when handling a document together and control document approval status regardless of your location.<\/p>
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\n \n\n Get a 30-day trial!\n\n <\/a>\n<\/section>\r\n

And here\u2019s another great thing \u2013 Comindware Tracker<\/a> by default includes several perfectly predesigned workflows (including \u201cPurchase Request\u201d, of course). To install these solutions, go to the \u201cMenu\u201d tab in Comindware Tracker interface and click the \u201cOne-click solution setup\u201d button. In dialog, select the solution you are interested in \u2013 \u201cFinance and Administration<\/a>\u201d, \u201cIT Help Desk<\/a>\u201d, \u201cHuman Resources<\/a>\u201d, \u201cSoftware Development<\/a>\u201d or \u201cCompliance and Policy Initiatives<\/a>\u201d and voila \u2013 you will get a complete solution (including predesigned workflows, applications and samples). To start in the Cloud, simply register here for your free 30-day trial keys. <\/p>
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\n \n\n Get a 30-day trial!\n\n <\/a>\n<\/section>\r\n\r\n
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