how do i set up workflows in docuware
Planning
Configuring Workflow in DocuWare
- Log in to your DocuWare account.
- Navigate to the Workflow Designer section.
- Click on the 'New Workflow Template' button.
- Enter a name for the new template or select an existing template from the list.
- Click on the 'Define Trigger' button.
- Select the event or condition that will initiate the workflow.
- Click on the 'Add Field' button.
- Enter the name and type of the input field.
- Repeat for each necessary input field and data capture point.
- Click on the 'Add Decision' button.
- Define the conditions for each decision point.
- Specify the actions to be taken based on each condition.
- Click on the 'Add Action' button.
- Specify the type of action to be performed.
- Configure the details of the action.
- Select the task in the workflow diagram.
- Click on the 'Assign Task' button.
- Specify the task owner and set the deadline for completion.
- Select the task in the workflow diagram.
- Click on the 'Configure Escalation' button.
- Set up the escalation rules and notification recipients.
- Select the input field in the workflow diagram.
- Click on the 'Configure Validation' button.
- Define the validation rules or auto-fill settings.
- Click on the 'Add Variable' button.
- Enter the name and type of the variable.
- Specify the initial value or calculation formula.
- Select the task in the workflow diagram.
- Click on the 'Configure Approval' button.
- Define the approval or review process settings.
- Click on the 'Configure Routing' button.
- Specify the routing rules or conditions.
- Click on the 'Configure Integration' button.
- Specify the integration settings for each system or application.
- Click on the 'Configure Error Handling' button.
- Define the error handling or exception handling processes.
- Click on the 'Configure Transformation' button.
- Specify the data transformation or manipulation rules.
- Click on the 'Configure Reporting' button.
- Specify the reporting or analytics requirements.
- Click on the 'Configure Security' button.
- Set up the security or access control settings.
- Click on the 'Configure Logging' button.
- Specify the logging or auditing processes.
- Click on the 'Configure Backup' button.
- Define the backup or recovery processes.
- Click on the 'Configure Versioning' button.
- Specify the versioning or release management processes.
- Click on the 'Configure Archiving' button.
- Set up the archiving or retention policies.
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