Advanced workflows are especially useful during contract or document generation, when you can use predefined data to reduce human error, automate distribution for approval, and archive approved versions with minimal user interaction. Automate administrative tasks, kickoff advanced workflows, or tag documents and reports — Smart Rules allow you to do significant process automation with little or no coding.
Or define searchable, custom tags that sync with Customer Relationship Management (CRM) systems, like Salesforce, and automatically link to certain documents to aid in tracking and reporting. These tags can sync with CRMs, like Salesforce, to keep sales teams working with the same customer data and they can be leveraged to track contracts containing non-standard or negotiated clauses.
SpringCM Workflow Designer provides a modern user experience to set up workflows for actions taken on a file, folder, or even from external systems like Salesforce. For example, you can create rules to automatically route an individual document or a group of related documents to a specific folder.