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Features

Workflow

e-grou workflow management is designed to improve productivity of document management and mail management routing processes with its ad-hoc and structured workflow capabilities. Users and e-grou administrators can easily define tasks and create workflows to automate document business processes and cut down on costs and improve overall efficiency and productivity.

Ad-hoc workflows
With e-grou you can distribute and approve documents electronically. E-grou supports two types of workflows: ad-hoc and structured. Ad-hoc workflows are used when the routing or approval process is not yet well defined and the document is pushed to the next recipient.

Structured workflows
Structured workflows are predefined by the e-grou administrator. These workflows have all tasks predefined and also who is going to perform them. One or more structured workflows may be associated with a document type. When you request approval you may choose which workflow to use, among those available.

Tasks
Ad-hoc and structured workflows send a task request to the person(s) specified to carry-out the task. You can associate documents to a task request to help the recipient to carry-out his task. You may also request notifications to keep track of the task request. You may also create tasks for yourself, much like in MS Outlook and associate them with documents, registers, entities, etc.

Audit trail
Workflows provide for a complete audit trail of the mail routing and document approval processes. You may see the tasks that were performed, who performed them and when. At the end of an approval workflow the status of the document changes to Approved. Each approved revision is associated with the workflow used to approve it.