Configure fields, requirements and workflows without relying on development
In a document management platform, needs change all the time. For example, a client starts to require a new document, or an approval flow gains an extra step. That is why your team needs no-code workflows it can configure itself.
In fact, if every change depends on a programmer, the platform always stays one step behind operations.
No-code workflows: What your team should be able to configure
- Fields and forms: add information, make it mandatory or hide it;
- Document requirements: define which documents each activity, role, location or risk level requires;
- Expiry dates and alerts: deadlines, alert lead times and, also, recipients;
- Workflows and approvals: stages, owners and the conditions for moving forward;
- Statuses and notifications: what happens when someone approves or rejects a document, or when it expires;
- Permissions by profile: who views, submits, validates or administers.
Autonomy with rules
However, configuring without code does not mean changing things without criteria. Before each change goes live, the team should test it. In addition, the history records the change and a manager approves it. As a result, the platform evolves quickly without losing consistency.
When development still makes sense
Integrations with other systems or new modules may still require programming. Even so, the aim is to reserve it for work that adds value. In short, teams that rely on no-code workflows gain pace and depend less on third parties.
AISP-GEDOC helps companies configure requirements, workflows and permissions, so that their teams gain autonomy.
Autonomy also changes the relationship with the platform vendor. Instead of opening a ticket for every small adjustment, the team solves it on the same day. Consequently, technical support can focus on topics that truly require specialist knowledge.
Further reading: How to choose a document management platform.
See also: configurability and no-code.
Book a presentation and see how no-code workflows work in practice.