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A circle means a state, an arrow means an action. Connect different states to
draw a diagram that explains how your team performs a typical task, with all its
steps and variants. Have a look on this samples:
WORKFLOW FOR COMMERCIAL OFFERS OR QUOTATIONS
NOTE: The white double circle is the workflow initial state. Grey double
circles are possible final states for the workflow.
WORKFLOW FOR CLAIMS, COMPLAINTS, TICKETS OR ISSUES RESOLUTION
NOTE: More than one arrow can exit from the same source circle, this means the
different actions that you may perform in that workflow state.
WORKFLOW FOR CONTRACT REVIEW & SIGNING
NOTE: You can assign a color for each state, starting then, all elements in that
workflow state will be shown in that color.
Create your usual workflows using an easy and intuitive interface.
No technical or programming knowledge is required.
Create custom data fields to store important information
They are called metadata and they are attached to every workflow record so users can fill them.
They can be of different types (text, number, date, money, dropdown list...)
Configure as many fields as you need to store important information of each workflow.
Every record or document has an activity board for collaboration.
In this place you can create comments, calendar reminders and tasks to coordinate your work.
R2 Docuo will send an email for every new message adresees. All your collaboration messages
are allways available in the notifications area.
Configure automatic emails to warn or inform users or customers when it's their turn in the workflow
You can create emails that will be automatically generated and sent at the right step in your workflows.
Alert your manager each time an offer is accepted or inform the customer when his or her issue is solved.
You can compose email templates including metadata or attaching the document itself:
State changes in your workflows will be manual actions most times.
However, you can schedule some of this actions in the workflow management tool to automatically occur in some cases, when a date arrives or
after a certain time in the same workflow state.
Much more than workflow management software!
Need more? R2 Docuo is not just a workflow management software.
It is also a powerful document management software that you can use to store and share
files in the cloud. Have a look on the remaining features: