Can we talk to other systems as part of a process ?

Posted on March 28, 2015 by Martin Peirce

FileDirector has two ways of doing this. Under the “Change Field Value” option that you can add under Auto Actions, there is the facility there for script. Clever guys like C2S have integ... Read More

What can a user do in a process ?

Posted on March 28, 2015 by Martin Peirce

Approve or Reject a document and add comments why. They can also claim a document – customer service / claims handling etc. You can also ask a user just to comment on a document. Share This:... Read More

Who designs the process or workflow

Posted on March 28, 2015 by Martin Peirce

In theory a process is already in place what you actually need to do is convert that to a FileDirector process or set FileDirector up to replace this process. You do this in the Enterprise Manager. Re... Read More

How am I alerted if I need to action a document

Posted on March 28, 2015 by Martin Peirce

Depending on how the process is set up you will can receive an email alert every time to tell you to take action. You can also receive a daily digest email telling you how many documents need your app... Read More