Document Flow Setup

The Document Flow Setup in DocView Capture defines workflow steps and permissions for document approval, review, and audit. This ensures documents follow a controlled and auditable process from capture to final storage.

Functionality

• Workflow Stages – Design structured steps such as Capture → Validate → Approve → Archive.
• User & Role Assignment – Allocate specific users or roles to each stage.
• Business Rules – Add logic for escalation, rejections, or re-verification when required.

Example

• All finance documents must be reviewed by a verifier before being approved by a manager.

Benefits

• Establishes a secure, auditable document processing flow.
• Ensures accountability at each stage of the workflow.
• Improves compliance and reduces processing errors.