Robust Electronic Document Routing and
Controls
A workflow engine that provides the ability to route documents
to users based on pre-defined rules or ad hoc assignments.
DocRoute is designed with easy-to-use point and click functionality
so that anyone can learn to route documents and files throughout
your company. DocRoute's user dashboard provides up to the
minute information about the status of routed documents and toos to
manage the progress of the document through the routing
cycle. DocRoute includes tracking system,
in-box notification via email, and auditing of document
views.
The DocRoute Module Enables You To:
- Route electronic documents and files using linear or looped
routing sequences.
- Annotate or notate routed electronic content stored in
pVault.
- Establish pre-defined route rules or build ad hoc rules on the
fly.
- Store notes, annotations and audit information with each routed
document.
- Reply, reroute, or recall routed content.
- Receive email notification of items routed to your inbox.
- Review status of items routed with dashboard or custom
reports.
- Establish hard route-return dates and monitor route
progress
- Secure routed documents against unauthorized access and
review.
- Electronically route project management documents (such as
contracts, change orders, photos, etc.) for review, annotation and
approval.
- Enter and route Human Resources forms and documents.
- Build a Paperless Purchase Requisition Process.
- Review and approve Service Work Orders.
- Electronically distribute plans and drawings to estimators for
take-off and pricing.
- Electronically route and approve adjusting entries in General
Ledger, Job Cost, etc.