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Overview
A Comala Document Management workflow can be added
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A copy of a bundled workflow can be edited (and saved with a new name) in the space settings Document Management dashboard using the workflow builder visual editing tool to create a custom workflow. |
Bundled Workflows
The workflows listed below are available in your site on installation of Comala Document Management.
Basic Approval Workflow
The Basic Approval Workflow is a 3 state workflow.
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An e-signature process (user email and one-time password authorization) can be configured for each approval.
Content Expiry Approval Workflow
The Content Expiry Approval Workflow is a 4 state workflow with an expiry duration added on transition to the workflow final state, Approved.
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An e-signature process (user email and one-time password authorization) can be configured for approval.
Quality Management Systems (QMS) Workflow
The Quality Management Systems (QMS) Workflow is a 4 state workflow that allows users to be assigned to undertake reviews of the content in different states based on the editable values of workflow parameters.
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users or groups of users that are allowed to approve can be restricted.
an e-signature process (user email and one-time password authorization) is set for each approval but can be disabled if required.
Reviewer authentication
An optional feature of all the workflows is to require users to use their email and a one-time password (OTP) to confirm their identity when registering an approval. Each individual approval can be set to require user authentication using this e-signature.
In the Quality Management Systems (QMS) workflow the approvals by default in the Draft and the In Approval states require an e-signature for reviewers
Related pages
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