Feature Detail

Approval Workflow And Automated Retention

"Approval Workflow" and "Automated Retention" are two essential features in document management systems, such as Doczzle Document Management ERP Software, that help streamline processes and ensure proper document governance. An approval workflow is a predefined sequence of steps that a document or task must go through to gain approval from relevant stakeholders before it can be finalized or implemented. When a document is created or uploaded, it enters the approval workflow stage. The workflow defines a series of steps, each assigned to specific individuals or roles. These steps might involve review, verification, and authorization. At each step, the relevant person receives a notification or task assignment to review the document and take appropriate action. Approval workflow ensures that documents undergo a standardized approval process, maintaining quality and compliance. Automated retention involves setting rules to manage the lifecycle of documents, ensuring that they are retained for the appropriate period and then disposed of according to legal and compliance requirements. Documents are assigned retention periods based on factors like document type, regulations, and business policies. Once a document's retention period expires or a triggering event occurs, the system automatically initiates the appropriate action. Expired documents might be moved to an archive or a different storage location for future reference. Documents that have met their retention obligations can be automatically deleted, reducing clutter and ensuring compliance. Automated Retention ensures that documents are retained according to legal and regulatory requirements.