DocLink Document Management: Data Manager – Decision Automation
DocLink Document Management: Data Manager – Decision Automation
Wednesday, May 8th 1:00 PM - 1:45 PM CDT
Details and Registration
Learn how DocLink’s Data Manager can help you customize and automate your document management tasks. An automated task can be triggered when a DocLink document is indexed or moved to a specific workflow status. It can also be scheduled to occur daily, weekly, or monthly at a specified time. You’ll see demonstrations showing:
1st Specify rule conditions Configure conditions that need to occur before automation is executed. Options include:
- A specific document type(s)
- A document indexed with a particular property value(s)
- A document sent to a specific workflow status
2nd Configure an Automation Action One or more actions can be configured to take place when all conditions are met. Actions include:
- Database Action: Execute a SQL stored procedure
- Workflow Move: Move a document to a workflow status automatically
- External Action: Execute an external application
- Custom Action: Delegate workflow notifications, automated GL Smart Form data import, etc.