Workflow

Workflow management is a key component of COINS Information Manager (CIM). CIM includes the ability to define and implement workflows to control the movement of documents through your company for entry, review, approval, and other activities. For example, an Accounts Payable workflow might start with the scanning of an invoice, then automatically send it to a project manager’s Workflow Inbox for approval, return the approved invoice for posting, and finally select it for payment.

Workflows, actions, participants, triggers, and time constraints are defined using CIM’s Workflow Definition Language to fit the processes in place in your business. You won’t be forced into a "one size fits all" workflow.

With its embedded email capabilities, CIM generates and sends email messages from within the application with either a web link that takes the recipient directly to a document within CIM, or a copy of the document image as an email attachment. Invoice questions and other issues can be dealt with online more quickly and efficiently than with the traditional "paper chase" method of photocopying and sending documents out to regional or site offices.