Document Tracking System Solution
by CMW Lab

A flexible online document management system to track and manage document lifecycles, related workflow, and people involved. Take away the chaos of documents collaboration within multiple departments and teams.

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Document management for modern business

Transform the way you share, manage, approve, store and secure digital documents.

CMW Platform document management solution integrates documents into company’s business processes, and enables seamless collaboration within documents. The document management software (DMS) enables quick-win addition and modification of workflows with no interruption to ongoing activities and reduces operational expenses. Integrated work environment makes document search and tracking quick and easily. Flexible document workflows make your company prepared for change in the future.

Explore Document Management Solution

A document tracking solution can be easily tailored to your business needs and extended on an as-needed basis. Consider some common CMW platform-based document tracking apps:

Contract approval

Get contracts timely signed up and renewed thanks to a fully automated contract approval process and file management template.

Purchase order approval

Create web forms for easy submission of “compliant” purchase orders. Automate purchase order approval workflow and speed up file share in your work.

Legal document management

Gain convenient access to case and matter information with a single system for legal document management and workflow automation.

Document lifecycle management

Streamline document lifecycle with automated file management workflow advanced by social collaboration tools and mobile access.

Compliance and policy management

Ensure smooth compliance and policy management thanks to automated approval processes and reliable storage and management of related documents.

Invoice approval

Ensure that invoices are quickly routed straight through necessary approval. Verify and share files, avoiding manual matching and delays with payments.

Staff instructions approval

Keep staff instructions up to date and compliant with company policies and regulations thanks to automated instruction approval workflow.

Document control and review

Enjoy complete visibility into document review process and get a full control even after sharing documents with different departments.

Records management

Ensure records compliance, keep track of retention schedules, automate records-related activities, and avoid penalties when regulators or auditors come calling.

Report document approval

Eliminate inefficient report approval process via email. Enable employees to submit and keep track of report submissions as they route through the approval workflow.

Your company has specific document workflows or requests that go beyond the norm — you are not alone. Document tracking services by CMW Lab have been developed for a flexible adaptation to your processes and business goals. CMW Lab document management solution allows non-technical users to model, run and modify workflows with drag-and-drop simplicity.

Powerful and easy document tracking tool you were seeking. Risk-free trial!

Benefits of document control software

CMW Platform equips employees and managers to get control over documents in work context:

Help your company succeed by streamlining document tracking processes to approve, control, and store documents. Smoothen exchange of documents across different departments in the company. Make decisions faster and speed up business processes.

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Implementation example

CMW Lab has built a unified document tracking and approval system that supported real estate company expansion and served a risk-free transition from an Excel-based work approach to an automated management. As a result, the company has confirmed a 3 times quicker lease parsing that decreased from 60 to 20 days. Get a PDF Case Study to learn more about project goals, implemented solutions and results.

Key document management features

Automated document workflows

Have a simple or complex document processing workflow cycles up and running within days, without any coding.

  • Graphical workflow editor for quick workflows setup and automation of repetitive document processes like contract approvals, account payables, leave applications etc.
  • Transition and validation rules for automated workflows, Excel-like formulas
  • On-the-fly changes to web-forms and workflows
  • Data import and export to MS Word and MS Excel
Automated document workflows  Automated document workflows

Document tasks

Make sure that employees can focus on their key tasks. Let CMW Lab software take care of the routine jobs like sending documents for review, approval or comments and increase productivity:

  • A built-in task management system
  • Easy documents routing
  • Assigning tasks to multiple users
  • Social collaboration back and forth on a task or document

Notifications for employees when a task is assigned, due or completed

Easy documents routing  Document tasks

Collaborative working environment

Improve your team productivity and performance thanks to a single work environment for employees. Centralize documentation, tasks, processes, and knowledge storage.

  • Document access control for both employees and external users
  • Documents, files and knowledge sharing in work context
  • Document versioning
  • Integration with Outlook, SharePoint and Active Directory
  • Fully configurable dashboards, reports and notifications
  • Support for mobile platforms
Collaborative working environment  Collaborative working environment

Document Access Control

Safeguard your valuable documents or spreadsheets from unauthorized views, prints and usage, keep control over documents spreading.

  • Access permissions for different user roles
  • Dynamic permissions based on the document type, current workflow step and/or other data points
  • Security settings for invited workflow participants
Document access control  Document Access Control

Additional Extensions To Connect

Get DMS that fits all your business requirements and simplify your work by integrating CMW Platform with any API enabled web service.

  • OCR (Optical Character Recognition) services for scanning text documents and converting them into editable format
  • Automatic line matching services for capturing data from scanned documents and automatic form fields filling for further processing
  • eSignature services for proper signing digital documents
  • Outgoing email tracking services for attachment tracking, email open and click status
Additional extensions to connect  Additional Extensions To Connect

#1 BPM solution by Gartner Peer Insights

An Amazing Low Code Workflow Management Software

In our organization we use it to create and assign specific project to our employees. It help us keeping track of project progress and in real time we can easily see who all are in our team working on a specific project.

Make a workflow like a charm!

We had a struggle to make this in another app, but CMW Workflow builder is a really good deal. Work with Excel-like formulas which are really simple to make your workflow better and better

One of the Best Workflow Management Tool I Have Used So Far

Overall it was quite easy to track each task's progressions in an agile approach. Loved that. Also, it was easy to determine the time and cost spent on each project and task.

4.4     128 RatingsGartner

Powerful and easy document tracking tool you were seeking. Risk-free trial!

FAQ

What features should document tracking services have?

Main features of document management software include:

  • Document processing automation
  • Task management
  • Online collaboration
  • Access control
  • 3d party integrations

Online document collaboration services let to get rid of constant document scanning and printing after Microsoft Office usage.


Businesses of all types rely on CMW Platform for addressing their document tracking needs and requirements. There’re successful use cases in insurance, financial, healthcare, banking, and other industry segments.

Documents usually tracked by businesses include:

  • Invoice, balance sheet and other finance documents
  • Request for proposal (RFP), official offer, contract, customer file and other sales documents
  • Job offer, employment contract, policies, salary slip and other HR documents

  • Companies in the construction industry widely use document tracking software (DTS) by CMW Lab throughout construction projects handling process.
  • Document tracking software by CMW Lab is used by Universities, K-12, Schools, Colleagues, and other Educational Institutions. They usually require reliable tracking of HR documents, student onboarding documents and educational materials.

Documents usually tracked by government establishments include:

  • Bylaws
  • Guidelines
  • Policies
  • Tender documents
  • Meeting reports

Powerful and easy document tracking tool you were seeking. Risk-free trial!

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