Workflows in M-Files

Manually monitoring processes can be tedious and time consuming.

In M-Files, workflows are set up for common tasks like approving agreements or reviewing documents.

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Workflows in M-Files

Andy works in the legal department at his company.  He’s in charge of reviewing all delivery agreements before they’re accepted and signed.  Manually monitoring that process to make sure everything gets done is tedious and time-consuming.  In M-Files workflows are set up for common tasks, like approving those agreements.  John in sales saves a delivery agreement to M-Files.  It automatically corresponds to the contract approval workflow which starts out as a draft that John completes.  As soon as he’s done with the draft, he changes the state to waiting for approval and he receives an email letting him know there’s a new delivery agreement that needs his attention.  He approves it and a pdf version of the final document is automatically created and saved to M-Files.  Spend less time monitoring contracts and more time doing the things that will grow your business.  M-Files automated workflows, they’re just one of the ways you can experience the magic of M-Files.

For more information on how M-Files contributes to your workflow process, watch the video below:

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Sean Sandford Mortons - Urban Solutions

During our recent QA Certification and Accreditation process it became very clear that the power of M-Files could provide us with the ability to ensure that all documentation both leaving from and arriving into the office could be controlled in such a way to enable the document retrieval for Quality auditing extremely streamlined and efficient.

Furthermore the control of our QA Documents through M-Files has enabled us to manage and control system documentation in a way that provides users with the necessary access while tracking changes and being able to easily input the relevant details into the appropriate forms, checklists and reports. M-Files has enabled us to better control the system documents needed for audit control, monitoring and storage, improving the way we are able to operate the QA System.

Finally, through the workflow process within M-Files we have been able to assign tasks and function to staff members required by our QA procedures which ensure that the necessary documentation is being undertaken for the ongoing implementation of our QA procedures.

Karen and her team have provided excellent support and worked with us through the whole QA implementation process.

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