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Workflow Documents
Cleverly streamline your workflow processes even further
Designed to meet the needs of organisations with a more technical approval process, documents can be attached to the requisition for review prior to approval in the process.
Total Sage 300 Integration
Totally seamless with the Sage 300 standard User Interface, Workflow Documents is simple to use and provides rapid operational efficiencies.
Attachments are stored in the Sage 300 database and can be instantly accessed or optionally distributed using the Workflow email engine.
Document Embedding
Source files are “embedded” (stored in the Sage 300 ERP database) rather than “linked”, solving these problems:
- Drive mapping and/or security constraints
- VPN requirements
- Source document deletion, modification or manipulation
Users who are involved in an organisation’s approval process but who may operate off site can have documents attached with notification emails. A user can open a document directly from the requisition form.