dg docapprove
Jetzt beraten lassenDigital document approval in the ECM system – simple, flexible, traceable
Welcome to the Data City
AnwendungsfälleIn the Data City, we are rethinking digitalization: processes are intelligently interlinked, decisions are made without media disruptions and systems speak the same language.
With dg docapprove, you can integrate a smart and easy-to-use solution for digital document approval directly into your existing ECM system – for structured, transparent and efficient approval workflows. The process can be flexibly adapted to your different departments and document types and is quick to implement.
What is dg docapprove?
dg docapprove is a configurable workflow for the digital review and release of documents in the windream ECM-system. The digital process is configured and linked from ready-made process modules in no time at all – no matter whether one release stage or 15! The process can be optimally adapted to your needs.
Every decision, every comment, every approval – everything is documented, logged and transparently traceable in the system. This creates more clarity, more speed and more trust in your internal processes. It also makes it easier for you and your employees to comply with internal guidelines for approval processes at all times.
Typical use cases
Release from:
- Contractual and legal documents
- Accounting and financial documents
- HR documents
- Technical and product-related information
- Payment plans and investment applications
- Marketing and sales documents
- IT and security-relevant documents
Your advantages with dg docapprove
Shortening the machining processes
Automated and clearly defined workflows allow you to significantly shorten decision-making processes. The result: no more confusion about what has to be approved by whom.
Always everything in view
dg docapprove guides you through all processes in a structured way so that no tasks, information or approvals are lost – even if you have a lot of issues piling up at the same time.
Traceability
Status displays and logs make every step in the approval workflow traceable – for everyone involved. In retrospect, you always know who carried out which action and when, and what the current release status is.
Clear responsibilities
A role-based distribution of tasks reduces queries and minimizes the coordination effort.
Seamless integration
dg docapprove integrates seamlessly into your existing ECM architecture – without any additional systems or media disruptions.
Adherence to compliance and archiving requirements
dg docapprove supports the consistent adherence to internal regulations as well as legal compliance and archiving obligations in connection with your audit-proof windream ECM.
Exemplary use cases of dg docapprove
Example 1: Automated bid review
A quotation is transferred from the ERP. The approval process is then started automatically. Based on the requirement of the dual control principle, the quotation is checked and approved by two employees from Inside Sales. If desired, the team or management receives an automatic email with information on the result after approval.
Example 2: Contract release with statement
A draft contract is to be released. The process is now initiated by the user at the relevant time. The department head comments on it(statement), after which the order processing department takes note of it. This is followed by a review by a team member from the contract department and final approval by the team leader. The process can easily be extended and adapted to include any number of steps.
Practical example: Document release at a mechanical engineering company
At a medium-sized mechanical engineering company with 350 employees, technical documentation and quotations were previously checked by e-mail, printouts and circulars – with delays, queries and a lack of traceability. A lot of content has been left behind or even lost.
With dg docapprove, approvals are now processed digitally, structured and directly in the windream ECM. Standardized, individually configured workflows with clear responsibilities, automatic notifications and complete logging ensure:
- Up to 30 % faster approvals (from 7 to under 5 days)
- Over 60 % fewer queries
- Maximum transparency about status, participants and content
Nothing gets lost – responsible persons are automatically triggered and everyone stays informed at all times. dg docapprove not only makes approvals digital, but also more productive, secure and future-proof.
Data City: Where decisions converge digitally
dg docapprove shows how it works: your digital document approval becomes part of a networked structure in which information flows, responsibilities are clearly defined and decisions can be tracked at all times. Tasks are reliably assigned to the right person and decisions are made in a structured and comprehensible manner.
This turns “Please sign and forward” into a digital process with clarity, speed and commitment. And that is precisely the difference between simple process digitization and true digital transformation.
Stand-alone or within the Data City
dg docapprove can be used both independently and in combination with other dg products . The solution therefore fits seamlessly into the Data City infrastructure and exemplifies the modularity of our portfolio, from which companies benefit in particular – through integrated processes, reduced coordination effort and a future-proof, expandable digitalization strategy.
That is digital sovereignty. This is Data City.
Ready for modern releases?
Experience how simple and effective digital document sharing can be today. Whether in small teams or complex organizations – with dg docapprove you bring
- Order,
- Speed
- and transparency
into your approval processes.
Free 15-minute preliminary talk
Would you like to increase the efficiency of your company, optimize your document management or make the mobile working day of your employees more secure? Book your free preliminary consultation now and let us advise you without obligation. You are also welcome to submit an inquiry using our form if you require further information or have another preferred date.
Interested in our solution?
Are you interested in our solution or would you like more information? Then please send us your inquiry using the form below. We look forward to hearing from you and will be happy to advise you individually.