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MaxxVault Enterprise Operations Workflow

Sample Workflow

Regardless if you have a simple or complex workflow requirement, you can quickly and easily pass documents throughout your organization

All organizations need to move information from person to person and place to place in order to complete day-to-day tasks. As the world shifts more and more to knowledge workers, getting information to them quickly and efficiently is essential to the success of any organization

MaxxVault can automate the process of moving documents quickly and efficiently to anyone in your organization for review, analysis, processing or approval. With MaxxVault managing your document flow there are no lost or misplaced files, workers can be notified via e-mail as soon as they have a new task even if they are out of the office.

The primary benefit to automating workflow is the efficiency enhancements which MaxxVault Enterprise gives you over your structured processes. Manually transporting paper documents or retrieving them from files takes a large portion of a worker's day. Also, paper files – of which there may only be one copy – can be lost, misplaced or misfiled. Having only one copy means either only one person can work with the document at a time, it is expensive to replace if it is lost, or copies have to be made, increasing expense and the need for storage space.

In MaxxVault, you can set the exact steps through which a document must go so there are no errors in processing or skipped steps. Also, the entire process is completely visible to staff and managers so processing bottlenecks and productivity issues can be identified early. Every document has a history and MaxxVault keeps that information in case there are questions that require explanation from the workers who have handled that document.

  • Route documents between users or groups
  • Alerts to new tasks via email
  • Custom email templates per user task
  • Alerts / reports on status
  • Auto triggering of workflow based on index values or status
  • Flexible to create new processes
  • E-signatures
  • Workflows user options are Approve, Reject, Forward, Reassign, Completed or create customized options
  • Terminate and start new workflow process
  • Document Checklist feature
  • Tracking and overview
  • Password-protected tasks
  • Mandatory Notes option
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