EisenVault Tech Support FAQs

WHAT IS WORKFLOW? TYPES OF WORKFLOW IN EISENVAULT DMS

What is Workflow?

A workflow is a sequence of connected tasks applied to a document or other item of content. Each task can be performed by a person, a group, or automatically.

For example, you might have a document that you needed reviewing and approving by a number of people. The sequence of connected tasks would be:

  1. Send an email to each reviewer asking them to review the document within a certain time
  2. Each reviewer reviews the document
  3. Each reviewer approves or rejects the document
  4. If enough reviewers approve, the task is completed successfully

EisenVault workflows automate the process for you. Users can choose from five workflow definitions provided. You can also create your own workflow definitions for more complex workflows.

The five supplied workflow definitions are:

New Task

  • Enables you to assign a task to a single user

Group Review & Approve

  • Enables you to set up a review and approval of the content, assigning the workflow task to a single group.

Multiple Review & Approve (Parallel)

  • Enables you to set up a review and approval of the content, assigning the workflow task to multiple users.

Pooled Review & Approve

  • Enables you to set up a review and approval of the content, assigning the workflow task to multiple users. One user can take ownership of the task at a time, completing it or returning it to the pool to be claimed by another user associated with the task.

Review & Approve

  • Enables you to set up a review and approval of the content, assigning the workflow task to a single user.