Workflows

Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflows

A workflow may be defined as the set of tasks that must be performed on a document during its lifecycle - e.g. an invoice is created, distributed, then paid; a report may be created, reviewed, edited, and then published.

States and Transitions

Workflows consist of states and transitions. A state may be defined as a stage in a document’s lifecycle, such as billed or draft. Each workflow has a starting state, which is the initial state for any document in a workflow.

Transitions define how documents move from state to state in the workflow. Each state can have one or more transitions, depending on the workflow topography.

Workflow Configuration

KnowledgeTree workflows are configurable to various levels of granularity - the workflow can be in more than one state at any time. Additionally, it is not necessary to move the document in a linear fashion, from one state to a logical, subsequent state. The workflow configuration pages in DMS Administration allows the arrangement of states and transitions in any order.

Note: Some documents, such as tenders, may have complex workflows, requiring input from several people within and outside of your organization before the work is complete.