Functionality
Watch short videos under links
Approvals
Sequential and parallel approval, route and execution depend on the content of the document.
Templates
Automatic completion of fields and dimensions based on templates. Frequently used for creating new catalogues (items, customers etc.).
Timelines and Responsible individual
Scheduling of document approval, identification of those responsible for each stage. Deadline control.
Control of the document
Control of field completion, dimensions and attachments during document preparation.
Document blocking
Blocking of the whole document or specific fields depending on user role and stage of approval.
Notifications
Receive notifications for upcoming deadlines, document approvals, rejections and changes.
Attachments
Create and check existence of specific attachment types, editing and deletion options depending on user role or stage of approval, attachment version.
Printed forms
Option to print documents depending on user role or stage of approval. Individual print forms for specific customers, combining documents into print packages.
Log
History of approvals, document changes, notifications, added attachments and print reports. All important events of the document in one page.
Delegation
Temporarily replacement of one employee with another with the option of redirecting permission rights and forwarding notifications.
Customization
A separate codeunit with a specific structure is available for customer development. If customizations can’t be configured, it is still possible to code (e.g. specific functions, checks etc.). DocFlowNAV has a gateway to connect functions from the codeunit.
Support
DocFlowNAV solution is user friendly and intuitive: only one field “Current Stage” and one button are added to a document.Instructions for end-user in a few words:
"When you finish your part of work with a document, press the button and transfer document to the next stage."
Administrator of the solution can find manuals here.
There are video instructions on how to configure each function on our Youtube channel.
Settings templates for various business processes can be found here: use cases.
Ask your questions or make suggestions by e-mail or social networks:
Please add screenshot and a description of user's actions – it will help us to understand you better.
We usually respond within 24 hours.
Customers
CONTACT
DFN Development Team is led by author Sanin Sergey in collaboration with AWARA IT (2019 Microsoft Country Partner of the Year in Russia)
Oderberger Str. 6 Spain, Barcelona 08018, Diagonal Hightech,
Avenida Diagonal 131 Russia, St Petersburg,
Moyka emb. 37