WorkflowGen for iManage
Add process automation and compliance to iManage Work
WorkflowGen’s integration possibilities allow it to be transparently and fluidly embedded into other popular platforms. A great example of this is Office Information Australia’s use of WorkflowGen embedded in its Document Approval process for iManage, a leading document and management system.
The solution eliminates paper forms, drastically reduces the number of emails involved in the workflow, keeps a detailed request history, lets users launch and track document approvals from anywhere on any device — all while maintaining the interface users are already familiar with.
Technical solutions
- WorkflowGen User Portal embedded into iManage client interfaces (FileSite, DeskSite, WorkSite Web and SharePoint) lets users launch processes by simply right-clicking on the document.
- Bidirectional integration allows users to view the iManage document repository from within a workflow application, where they can search for documents and attach them to requests.
- Processes can be called directly from a URL to allow highly customized User Portal environments that can display specific WorkflowGen processes within lists of links.
- Users can set deadlines and provide details in their documents.
- The Dashboard feature lets users track the status of their document approvals in real time at every stage of the process.
- Integration between WorkflowGen and iManage Work to leverage the existing user directory and interface.
- Multi-approver processes can be easily defined using WorkflowGen’s easy-to-use integrated workflow and form designers.
- Workflow data can be used as document metadata and vice-versa.
- Support for the creation and management of workspaces and custom metadata.
- Process forms and data can be converted to PDF and stored in the repository.
Triggering a document approval process in WorkflowGen from iManage Work
Benefits
- Paper forms are eliminated, saving time and resources while ensuring the integrity of process data.
- Users can set workflow deadlines and easily track the processing of requests.
- Tight and seamless integration of WorkflowGen into the existing iManage Work interface lets users continue to work in a familiar environment while providing new functionalities in both the foreground and the background.
- Documents can be routed to other approvers or sent back to the requester for modifications.
- Documents can be stored in predefined folders as configured in the workflow applications.
- Existing document metadata can be updated dynamically over the entire workflow.
- Email notifications keep users up to date on their requests over the entire course of the workflow, and include the form archive, a link to open the document from directly within iManage, and links to document metadata.