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Document Management Workflow and the Advantages of Adopting Cloud Services

  • document workflow management

Business Processes Streamlined with Document Workflow Management.

A document workflow management is one of the easiest workflow programs that you could immediately understand and start using right away. Every office process requires a workflow software because it serves as a way to document the transactions related to finances, projects, and agreements.

The biggest change occurred when computers and the internet became a part of organizational processes.

Document management workflow helps create a document on the desired platform, save it, edit when required and store them in a place which is easily accessible for all employees.

Most Commonly Used Documents
  • Invoice
  • Purchase receipts
  • Expense reports
  • Payroll management
  • Agreements
  • Bills and terms & conditions papers

Physical Documentation Versus Digital Documentation

The steps involved in a physical documentation include creating a document, filling in the necessary information in the fields and manually sending it to the manager for approval. If some information is wrongly filled out, it should be done all over again. It is also important to safely keep the document as it could easily get lost during the transition and further delay the approval process.

Digital documentation involves creating a document online in a back office automation software by filling the necessary fields. The employee can then virtually send it to the manager and also send copies to team leaders or the finance team so that everyone is notified at the same time. Once the approval is done, a notification will also be sent to the respective departments so that they can start working on the next phases.

A Fully Customizable Document Management Workflow

The true potential of moving all your documents to the digital world and creating new ones online is an untapped market for any small and medium businesses. Before you wonder how expensive it could be, a workflow automation software is not expensive at all and it falls well within the affordable range for almost any type of company.

A local document is prone to get damaged, lost in transition, will not allow you to make corrections and is very difficult to store. Besides, there are no copies to retrieve in case the original gets damaged and you should also spend a lot of time to create multiple physical copies. It is an expensive solution that organizations can’t choose to adapt easily.

All these identified issues are completely eradicated when you use business process management software which also includes document management as part of its feature list. The cloud-based solution can be really simple based on your requirements.

How Does Better Document Management Workflow Help Your Business?

Simplified Storage – The software is supported by the cloud and doesn’t require you to pay more to access those server space. It is provided by default as part of the subscription so that you can easily store all your documents online.

Easier Access – A simplified UI on desktop and mobile versions of the automated workflow software allows you to easily access documents whenever you want, on any device of your choice.

Much Safer – All your crucial documents are stored and have multiple copies in different servers. You can easily get them back even if one of the storage locations faces an issue such as natural disasters or failure of hardware components.

Speeds Up Processes – Managers and deciding authorities can make quick decisions. Approvals are much faster and they speed up every process leading to improved business growth and customer satisfaction. It also makes employees delighted as payroll, leave management are done in time without fuss.

An All-in-One Software for Small Businesses.

An office automation software as Cflow is required to streamline your entire documentation process and to bring more stability to managing tasks. The implementation of document workflow management will make auditing easier, approvals faster and provide a transparent overview of every process to make important decisions with regards to projects and finance.

Give Cflow a test ride now! Try 14 days of Free access.

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