Shared documents

07.07.2022

During one of the consultations, when we created ad hoc processes together with the users, the idea arose to build a process based on a shared document, edited during the process by each of the parties.

Dew-X doesn’t have built-in editing and tracking tools… and it doesn’t have to!
There are some very good software on the market that can handle it 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:

  1. Entering contract data
  2. Data confirmation
  3. Creation of a contract document
  4. Acceptance of the contract
  5. Legal acceptance
  6. 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.

See also
Conception
2023 Global Software Buying Trends Gartner Digital Markets
The Gartner Digital Markets report identifies Top 9 software investment trends to watch in 2023. It’s all interesting, but Trend No. 3 caught our attention in particular, which shows that 69% (a sample of over 1,500 companies in five countries) of buyers struggle to justify and fund new technology investments. In a broader context, this may be closely related to economic uncertainty, which has been identified as the biggest business challenge in 2023 (Trend No. 1).