An Introduction to Workflows
There are two types of stages within Coruson Document Workflows. These are 'Task' stages and 'Approval' stages.
The first of these types - Tasks - are used to assign a variety of tasks relating to the document. A task can be assigned to a single user, with fields to dictate an acceptable response/completion time and instructions on what the task involves.
The second type of Workflow stage is 'Approval'. Approval stages automatically route documents to one or more users for review and sign-off. This makes it easy to know which files are final and approved, who made the approvals, and allows you to view the complete document approval workflow history. Such approval stages also support the accurate recording of acceptance or agreement with business documents.
The final stage in a document workflow is the 'Distribution' stage. This is where the document is distributed to Coruson users for acknowledgement.
Multiple Workflows can be created in Coruson in order to suit a variety of document types. Once these workflows have been activated they can then be assigned to different document types. If any changes are required after activated, the workflow can be used by using the 'Revise' button with any changes made logged in the 'History' tab.
What Next? Creating a New Document Workflow