Workflow Area
This section provides information on all the key features of PaperSave Workflow Area. It educates you on how to get started with the Workflow Area and explore various the various features and functionalities offered within the area.
Introduction to the Workflow Area
Electronic and scanned documents such as Orders, Invoices, Contracts, etc. need to traverse through different stakeholders based on the predefined business processes in organizations. This can be automated using PaperSave Workflows by defining the steps and roles of various personnel involved in the process.
Workflow Area offers the following key functionalities:
- CHOOSE A WORKFLOW from the list to access the Workflow items.
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ACQUIRE DOCUMENT using below file capture options:
- Scan using TWAIN compliant scanner.
- Scan using Fujitsu fi-NX series scanner.
- Scan using Check Scanner.
- Drag/drop or select the files to upload from the file explorer.
- VALIDATE DOCUMENTS before you submit them to the Workflow.
- Annotate the document using various tools such as highlighter, pen, arrow, line, ellipse, etc.
- Manipulate pages using options such asAdd pages, Split, Join and Rotate the pages.
- Review and edit the Profile fields.
- Access the Unsubmitted items list.
- SUBMIT DOCUMENTS to the Workflow.
- EXPLORE the Workflow items in the WORKFLOW ITEM LIST for the selected Workflow.
- Quick Search for specific Workflow items using keywords.
- Sort and Filter the Workflow items list to manage list display.
- Export the list of Workflow items to Microsoft Excel.
- Download and Share Workflow items via email.
- Apply Group by and Subtotal to the list of items.
- Mass Update fields for the list of Workflow items
- Resolve Corrupted items in the Workflow item list.
- RAISE WORKFLOW EVENTS to approve or reject the Workflow items or execute any other custom event.
- VIEW DOCUMENTS in the Item viewer.
The following topics will help you explore the detailed features associated with each step in the Workflow Area: