Document Management

Workflow template includes the following steps

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

The Purpose of Document Management

The Document Management process is an integral part of any organization. It is designed to manage the creation, approval, and storage of all documents in a single tool. This not only ensures consistency and accuracy but also improves efficiency and productivity.

The process begins with a document requirement from a team member. This requirement is then sent for approval, ensuring that all necessary checks and balances are in place. Once approved, the document is generated and moved to the management phase. This phase is crucial as it is where the document will stay until its expiration date.

Document Management also allows for documents to be updated and changed as necessary. This flexibility ensures that the document remains relevant and up-to-date. Additionally, new documents can be attached, and all changes are registered in the card, providing a clear and concise history of the document’s lifecycle.

Finally, when the document expires, the card is moved to the Expired Document’s phase, and a new request is generated. This ensures that all documents are current and relevant, reducing the risk of outdated information being used.

In conclusion, the Document Management process is a robust and effective tool for managing all documents within an organization. It ensures consistency, accuracy, and efficiency, making it an invaluable asset to any team.

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.