What kind of workflows does On Demand CM Platform supports?
From simple document based workflow routing to complete document delivery, On Demand workflow engine handles complete execution and management of business processes.

On Demand CM routing, delivery, approval & eSignature workflow engine can handle large volume of documents through a queue based routing system and allows to send documents to single or multiple parties at the same time.

Users can view the overall status of a workflow instance at any given point of time and see the true status of the document along with different reviewed, approved or Signed versions. Users also have the capability of stopping the workflow, sending reminders manually as a part of the workflow.
 

How do I create a workflow?
1) Click on "Create New Workflow"
2) Drag and drop a Signer Icon on to blue rectangular area. The workflow needs to start with a manual person "You"
3) Drag & drop other activities and connect them by arrows.
4) Fill in various details for various activities as you drag and drop them.
5) Click on Save button to save the workflow and give it any name.
See a demo here


What do various activities in workflow mean?
Signer - represents manual person who will be signing the document or will fill in the form in case of forms
Approver - represents manual person who will be simply approving the document or form.
SMS - represents sending a notification to phone
Post - represents sending the document by postal mail
Fax - represents sending a document by Fax


How do I route a document through a workflow?
Once you create any workflow, you save it by any name and it appears in your "My Workflows" folder. To send a document via a workflow, simply go to "My Workflows", click on workflow and then click on "Send Document"