Friday, September 21, 2012

Managing Your Files With Document Workflow Procedures

By Terry Mac


In document management systems, many businesses nowadays utilize document workflow solutions to support paperless office in their environment. Workflows have been developed to prevent the clutter of paperwork resulting in loss of data and mismanaged documents maintaining things working easily on the cloud. In addition, this advances the sequence of activities going on in the company and making documents more effective and achievable.

Among the recent developments in cooperation with Microsoft SharePoint 2010 is the creation of e5's document workflow for example. Due to the improvement of systems that boost paperless office and solutions, e5 has developed with patterns that enhance the flow of documents among people or sets of people that are either members of the company or customers themselves. In the mean time various software development businesses execute this as well by involving people in their content distribution department to produce, update, analyze and approve documents before getting all stuff finished on the cloud. This will make it much more useful as documents are still viewed under decision-supported information from "real" people before taking any action.

Advantages of having this involve firstly, getting a paperless office. This helps get rid of the utilization of paper by scanning and coding arriving documents to create work items. This easily categorizes work data instantly by digitally taking all incoming paper to both process and archive. It assists to record data from single to multi-page forms through user-friendly document management software. Reports that are captured consist of forms, emails, contracts and also tabular data on the cloud from a template that is created for each form layout distinguishing the zones to be recorded. One document workflow feature called Optical Character Recognition (OCR) in particular finds, recognizes text and helps to create meta data to documents where all are confirmed to process and find exceptions of information.

Secondly with any company's available line of business systems, this kind of document management wraps around and interacts in both directions to lookup, return and confirm information between available software. It will increase existing document repository such as: EMC, EMC Documentum, HP TRIM Records Management, Integrated Archive Platform (IAP), FileNet P8, Filenet Panagon, Enterprise Imaging Solution, IBM Content Manager OnDemand, Open Text Enterprise Content Management and so forth.

In addition, these workflows create auto work items for incoming email messages, faxes and web forms where email messages and outbound documents are immediately generated using standard templates. Then for incoming documents such as emails and faxes, selected data can be entered on the work item too. People applying this can be able to key in fields in the work items with selected information and can manage how the email messages are classified and processed when they enter the mailbox. Lastly, inboxes and sent items are monitored and again, linked to work items instantly arranging all information in place.




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