Note:
The below prerequisites should be configured before creating and executing any DMS process workflow.
Core Stages:
FlowWright provides comprehensive process steps for the Document Management System (DMS) that cover the document's entire lifecycle, typically including Creation, Organize, Storage, Workflow/Collaboration, Retrieval/Distribution, Security/Access Control, Versioning, and Archiving/Disposal, ensuring documents are efficiently handled, secured, and accessible to meet compliance and business needs.
Create:
How do I create a new document and update an existing one using workflow?
Organize:
How do I create a folder, download a document, and retrieve all documents from it?
Workflow Automation:
How do I create a document, send it for approval and review, download it, and obtain folder and document links?
- Create a document
- Approve a document
- Download a document
- Get DMS documents
- Review a document
- Delete a document
- Check If Folder Exists
- Check If Document Exists
- Get a document link
- Get a folder link
Security and Access Control:
How do I set folder and document permissions? How do I undo the permissions?
- Set Folder Permissions
- Set Document Permissions
- Remove Document Permissions
- Remove Folder Permissions
Versioning & Collaboration:
How do I check out the document, update it, undo changes, add a history entry, and check it in?
- CheckOut document
- Update Document
- Undo Document
- Add history to the document
- Add history to the folder
- CheckIn document
Archiving and Disposal:
How do I archive the document and the folder?