During one of our consultations, where we created ad hoc processes together with users, the idea arose to build a process based on a shared document, edited during the process by each party.
Dew-X doesn’t have built-in editing and tracking tools… and it doesn’t have to!
There are several very good programs on the market that handle this perfectly.
Dew-X focuses on workflow, which is what it does best.
Does this mean that it is impossible to work on a shared document during the process, e.g. a contract in the form of MS Word?
On the contrary – the edited document may wander in the process in the form of a link to which the user will have easy access from the forms of the process.
The constructed process of creating a contract looked like this:
- Entering contract data
- Data confirmation
- Creation of a contract document
- Acceptance of the contract
- Legal acceptance
- Blocking a document for editing (adding an agreement as an attachment, e.g. in PDF form)
One might think that the same can be done with email.
Sure you can. You can also use traditional mail 🙂
However, when creating contracts in the workflow system, we have a simple and quick access to all developed documents and history – you know who, when and what accepted, what comments they had, etc. You do not need to look for this information in the post office, especially since it may be the mail of people who are no longer working in the organization.
An additional benefit is reporting that is often unavailable in other tools.