The Workflow feature is a Worldox add-on available for purchase that automates and improves productivity. It enables automated reviews, approvals and transmittals for Worldox-managed documents. It also allows you to:
Create routes for document transmittals, approval and review – for one or several documents.
Set next steps and follow on actions, creating sequential, decision based document flows.
Select participants and request action (review/comment, approve/reject, rate), customizing recipient lists as needed for subsequent routes.
Monitor workflow activity, viewing progress reports (views and replies per user) plus route summaries.
Receive email updates as replies are received and a final update when the request action is complete.
Manage active/completed outbound workflows (those you initiated).
Manage inboxes – your participation in workflows created by others.
Monitor workflow progress within file list entries, via per file comments