Configuring Workflows

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M-Files integrates with the organization's administrative and executive processes. Defining and monitoring tasks is easiest where the task documents are located. With workflows, the routines of the organization can be widely automated and tasks can be assigned to the right people at the right time. Users receive email notifications about task-related issues, and managers can monitor task progress and approve completed tasks.

See this video for tips on creating useful workflows:

Video: Creating an Informative Workflow

Workflows can be used, among many other processes, for purchase invoice circulation. Workflow states could in that case include:

  • Awaiting approval
  • Approved
  • Rejected
  • Paid in full

You can define who is allowed to transfer the object from one state to the next and who is responsible for the next workflow task. For example, invoices could only be approved for payment by a member of the management group.

Video: Permissions in Workflows

When the invoice is in the Approved state, the department responsible for money transactions would automatically be informed that a new invoice is awaiting payment. When the invoice has been paid, it is transferred to the Paid in full state.

Workflows make routine tasks of the organization easier. For example, processing purchase invoices.

Graphical Workflow Designer

M-Files comes with a graphical user interface for managing workflows. See Graphical Workflow Designer for more details.