Configuring Workflows

M-Files integrates with the organization's administrative and executive processes. With workflows, you can automate the routines of your organization and assign tasks to the correct people at the correct time. Users receive email notifications about task-related issues, and managers can monitor task progress and approve completed tasks.

You can use workflows for example for purchase invoice circulation. Workflow states can then include:

  • Awaiting approval
  • Approved
  • Rejected
  • Paid in full

You can select who can transfer the object from one state to the next and who is responsible for the next workflow task. For example, only a management group member can give its approval for payments.

When the invoice is in the Approved state, the department for money transactions will automatically know that a new invoice is awaiting payment. When the invoice is paid, it is moved to the Paid in full state.

Workflows make routine tasks of the organization easier. For example, purchase invoice process.

Graphical Workflow Designer

M-Files Admin includes a graphical user interface for workflow management. See Graphical Workflow Designer for more information.