Document Process Management

Document Process Management, Approval Processes, Workflow... there are many terms that are used to describe the handling of "things" in a controlled manner..

Document Process Management ("DPM") is about managing the handling of a document in a pre-defined way.

Compared to Business Process Management, one or more Document Processes could belong to a single Business Process. A Business Process is a wider term than Document Process. On the other hand, sometimes a business process is equal to a single document process.

Confusing? Let's try to clarify things by giving a look to the added value Paperiton DMS Document Process Management gives to you.

Define the Document Process

To begin with, you need to have the document process defined.

Paperiton DMS Management Tools is where you define the Document Processes. The Process Editor is a graphical tool, with which you define the tasks (queues) in the process, and how those tasks are linked together.

You have a wide range of possibilities to incorporate document automation to events in the workflow. As an example, when a document leaves or enters a queue, the value of a document meta information can be automatically set, or email sent, and so on. New types of event handlers can be created as needed. No programming skills are needed to use one or more of the pre-defined event handlers, you simply add the handler to an event, and set the parameters in an easy to use editor.

Also, parallel and serial processes or parts of processes, are supported.

There is no limitation to how many different kinds of Document Processes you define.

Document Processes in Paperiton DMS

When the Document Process has been defined with the Paperiton DMS Management Tools,  you need to send a document to the process. Document can be added to a process either manually by a user, or the addition to a process can be automated with Paperiton DMS Automation.

The main tool for handling the documents in a process is the Document Routings view of Paperiton DMS. The user will see the documents located in the queues assigned to him or her. What is supposed to do is defined in the task, and the available forwarding options are readily available.

All user actions as well as how the document is moved in the process are logged, so you can monitor the exact progress of the document handling.