DAC requires FabSoft's
Reform
Enterprise/PDC.
Other requirements may apply depending on the
desired workflow.
Document
Authority Control (DAC) - Business Workflow Management
Solution
DAC automatically
routes documents for
review and approval. Document
Authority Control (DAC) provides administration control over critical document processes
and workflow management. There are many cases when certain individuals or groups in a company may need to review, authorize or collaborate on important documents. Various employees may work
together on reports, contracts or proposals. Expense claims, human resource paperwork and requests may need to be reviewed and approved by department supervisors or managers. Manually coordinating these processes can be difficult since hand-delivered
paperwork is easily overlooked, which can cause delays.
Additionally, it is challenging to guarantee that all employees are accessing and revising the correct document version, which is crucial to document collaboration. DAC simplifies this process by providing a web interface where documents can
be retrieved, edited and approved. When documents need to be reviewed, DAC automatically notifies the necessary users. With DAC, organizations can supervise and regulate the progress of vital document procedures, for control over financial transactions,
legal communications, operations, and more.
DAC Interface Screenshots
(click to enlarge):
DAC Interface
DAC Administration Console
The Document Authority Control Process
Capture, Notify &
Review
Capturing &
Scanning - DAC can capture information
from the host system, documents scanned
using an MFP, or printed from a user’s application.
Automatic
Notification - DAC automatically
notifies the required recipients of the
awaiting documents.
Web Access
- From the DAC web interface, users
can view the documents and edit, approve
or reject them as needed.
Automatic
Routing- Depending on the user’s
actions, DAC will continue to route the
document for further processing. The initiating
user can be notified of rejections, team
members can receive revisions, and approved
paperwork can move on to the next individual
or department.
Archive, Print,
Fax & E-mail
As documents
are edited and approved, they can be automatically
stored to digital archive systems – ensuring
users can access previous drafts and final
versions.
The content of
the document is used for intelligent indexing
and archiving.
The document
is also automatically routed to printers,
or to recipients via fax and email.
Customizable Routing
DAC lets you
define the workflow according to your organization’s
document activities and demands.
With DAC, users
can set rules to determine where documents
should be routed.
Routing can be
configured to occur across specific departments,
to individuals with similar roles, within
small work groups, etc.
When documents
are routed, it can occur at one level at
a time – with routing to the next level
not occurring until approval is received
from the previous level, or it can be performed
simultaneously.
Example Document Authority Control
Workflow
An employee has just returned from a
business trip and has an expense claim that
needs to be processed in order to be reimbursed.
Before the claim can be sent to the Finance
Department for processing, it must be reviewed
by the employee’s supervisor and the department
manager. Upon scanning the expense claim,
DAC notifies the employee’s supervisor of
the document awaiting approval. The supervisor
goes to the DAC web interface and reviews
the claim. If the supervisor has any questions
or needs further information, they can add
comments which will be sent to the employee.
Once the supervisor approves of the claim,
DAC notifies the department manager that
there is a document that needs to be reviewed.
The manager reviews the claim and has the
option to add comments, approve or reject.
If the manager does not approve, he can
leave comments explaining the rejection
and click “Deny”. The supervisor will be
notified, and communicate the rejection
reasons to the employee. The employee can
make the necessary changes to the claim
and resubmit it for approval. Once again,
the document will follow the workflow until
the Manager finally approves. Upon approval,
the expense claim is sent to the finance
department in order to generate payment
for the employee. The processed expense
claim can then be archived to digital archive
systems for future retrieval, printed, faxed,
and emailed.
Benefits of Document Authority
Control
With Document Authority Control,
organizations can easily manage the
flow of their document operations and
streamline the distribution of business
processes.
Document processes can be closely
monitored, so unauthorized activities
are immediately detected and eliminated.
Documents are reliably being routed
and reviewed by the appropriate people.
Routing rules can be assigned to
specific users, document types, departments,
etc.
Increased sharing and access to
information improves business productivity
and reliability.
