Document Flow Setup
To define workflow steps and permissions for document approval, review, and audit.
Functionality:
- Design stages (e.g., Capture → Validate → Approve → Archive).
- Assign users or roles to each step.
- Add rules for escalation, rejections, or re-verification.
Example:
- All finance documents must be reviewed by the verifier and approved by the manager.
Benefit:
- Creates a secure, auditable document processing flow ensuring accountability.