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Overview: Solutions by process
Every document process has the same three points: intake, review, filing. Only the rules differ.
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MoreWhat's inside
- Archiving
- Customer service
- Onboarding
- HR files
- Mailroom
- Quality control
- Invoice processing
- Reporting
- Contract management
Who it is for
Pick the process and see which steps run on their own and where people decide.
Key facts
- Archiving
- Customer service
- Onboarding
- HR files
- Mailroom
Questions and answers
Frequently asked questions about this download
How do we define a process?
You describe trigger, steps and responsibilities in the app. A workflow agent runs them and records every step in the audit trail.
Where do people still decide?
Wherever you set it: at low confidence, on deviations against an order or rule, and for approvals above a threshold.
What happens with exceptions?
The case stops and goes to the responsible role instead of quietly continuing. You see reason, document and history in one place.
Can processes chain together?
Yes. A document can pass classification, extraction, review and filing in one run and trigger further cases along the way.
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